近日，亞洲AI財富管理系統提供商AQUMON宣佈和在港主流中資券商華泰金控交付AI理財師系統，助力理財師實現金融信息和數據平權，全面提升財富管理能力。

 

 

該系統由AQUMON數據中心和算法團隊驅動，內含香港近萬支公募基金，以及美國上市的3000多只ETF的底層數據。系統流程上深度結合大語言模型，從財經新聞以及宏觀研究入手，輔助理財經理和產品經理解析內容，並根據市場最新行情匹配相應產品，極大提高了前線理財師和私人銀行客戶經理的效率。

 

 

AQUMON搭建自研的全新產品評級體系，針對基金收益，風險，收費，基金經理，基金公司，管理規模等六大指標，多維度定制全面的金銀銅體系，讓投資者快速理解基金的全貌以及在各個資產類別所處的排名。此外，在AI理財師的幫助下，前線理財師只需一鍵即可快速生成基金報告。報告內含基金最新數據，同類基金比較，基金優缺點描述等等信息。

 

 

AQUMON在AI理財師技術方面潛心研究，就基金底層數據，排名預算，組合構建，AI Macro宏觀大類資產預測等等仔細打磨，並針對財富管理行業亟需賦能的客戶理財的種種需求做了系統研究。華泰金控漲樂全球通表示，有了系統的賦能，華泰金控的前線理財經理和產品經理能夠更好，更快，更加科學地服務客戶。

 

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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