Aisot Technologies has launched its AI Insights platform, a proprietary, cloud-based artificial intelligence solution that empowers asset and wealth managers to offer personalized investment portfolios at scale. The first customers are already benefiting from the solution.
The Zurich-based startup is driving the emerging sector of AI solutions for asset management, enabling asset managers, financial advisors, and brokers to offer unique, tailored portfolios on a large scale, while ensuring the highest level of security and confidentiality. Its offering encompasses both traditional assets and cryptocurrencies.
The launch of its AI Insights platform marks a new era in asset management. Over the past three years, aisot’s team of software engineers and experts have dedicated their efforts to developing this highly complex product. The platform integrates various approaches from machine learning, AI, and quantitative finance, establishing itself as one of the most advanced and independent AI platforms in the financial industry. The platform consists of three main components: the AI Insights Dashboard, which allows users to explore multiple scenarios and fine-tune their investment strategies; the Custom Features Suite, which allows aisot's clients to vote for additional features; and the Product Launch Pad, covering the full spectrum of services related to structured notes, from strategy implementation and execution to life-cycle management.
The first clients, including UX Wealth Partners (US), Haute Capital Partners, (Switzerland) and Crypto Asset Management CAM (Switzerland), have already been onboarded and a fully AI-driven investment product for digital assets and an AI-optimized portfolio of S&P 500 titles introduced. The aisot ML S&P 500 strategy aims to provide investors with long-term capital appreciation by utilizing a proprietary AI system to create a portfolio which focuses on short-term momentum, volatility control and diversification of companies in the S&P 500 index.
"AI holds the potential to fundamentally transform financial services," stated Stefan Klauser, CEO and co-founder of aisot. "As a digital-first company, we conscientiously push technological boundaries while upholding core principles and stringent controls. Our relentless focus remains on our customers, shaping the platform based on their evolving needs in terms of performance, personalization and scalability."
Since its establishment in 2019, aisot has secured approximately 2.6 million USD in capital, with USD 2 million raised in March this year to support its team growth efforts. In recent months, the startup welcomed AI engineers, financial specialists, R&D and sales experts from companies such as Google, InvestCloud, and GenTwo. The team now comprises 10 employees. Additionally, Prof. Dr. Petter Kolm, a multi-award-winning professor of financial mathematics at New York University and former researcher at Goldman Sachs Asset Management, has committed to supporting the company as a long-term advisor, bringing his expertise in applying AI in asset management to the company.
(Press release/RAN)
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