Creso-Style AI Robo-Advisory & scoring Suite
Building an advanced advisor-facing portal featuring automated 10-metric mutual fund scoring, CAMS PDF statement uploads, and co-branded proposals.
Project Type
AI Advisor Portal
Timeline
6 months
Our Role
Lead AI Developer
The Challenge
Wealth advisors spend hours manually compiling client proposal documents and comparing fund rolling returns. Creso needed an automated platform to score funds scientifically and draft proposals in under a minute.
Key Features
10-Metric real-time mutual fund AI evaluation
CAMS CAS statement PDF converter
Interactive 3-year/5-year rolling returns comparative charts
Instant co-branded proposal PDF compiler
Technical Architecture
We engineered a robust robo-advisory system with an automated 10-metric scoring engine evaluating risk metrics (Sharpe, Beta, Alpha, Drawdowns). Integrated an OCR parser for external CAMS CAS PDF statements.
"This is the most powerful tool in our advisors' arsenal. We upload external client statements, run the 10-metric check, and generate custom proposals instantly."
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