What’s Intelligent Investment advisor?

Future of wealth creation by Fully AI based platforms

Our CEO Vision

In previous discussions, the introduction of Intelligent Protocol, I highlighted the transformative impact of the AI revolution, particularly the rise of Transformer architectures, which have fundamentally reshaped the investment landscape. While this paradigm shift may seem gradual, its implications are profound and irreversible. As we look ahead, imagine a world just five years from now—a world where AI assistants, robots, and advanced technologies are seamlessly integrated into everyday life, making everything more efficient and accessible.

In this future, the path to wealth creation will be more streamlined and accessible than ever before. With the right tools and guidance, individuals will have unprecedented opportunities to grow their wealth. At Intelligent Investment, our mission is to harness the power of cutting-edge AI to make this future a reality for our clients.

How do we achieve this? By building a fully AI-based investment platform that leverages the latest advancements in LLM and the Langraph. Our platform is designed to provide hyper-personalized investment solutions, ensuring that each client’s unique goals and preferences are met with precision and efficiency.

Through our AI-driven investment organization, we automate critical processes such as portfolio management, asset allocation, and rebalancing. This allows us to offer real-time insights, dynamic risk management, and continuous optimization—capabilities that traditional investment firms simply cannot match. Our commitment is to make wealth creation more accessible, efficient, and rewarding for everyone who seeks it.

Join us in shaping the future of investment—one that is smarter, more personalized, and infinitely more promising.

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How does it work?

A Fully Automated AI-Powered Investment Organization

The world has changed with the advent of Transformer architectures. At Intelligent Invetsment, we harnessed this transformation by combining Large Language Models (LLMs) with Langraph to build an AI-driven investment organization that operates autonomously. We designed the structure, assigned specialized AI agents, and defined tasks—allowing them to collaborate seamlessly. The result is a fully automated, AI-powered investment platform backed by LLMs, Langraph, and deep investment expertise.

Our system automates every aspect of investment management, from portfolio design and asset selection to risk assessment and execution. Users engage with our Intelligent Advisor, which delivers personalized recommendations through natural interactions. AI-driven portfolio managers, researchers, and strategists optimize investment strategies using advanced techniques like genetic algorithms and neural networks. Unlike traditional robo-advisors, our architecture enables hyper-personalized strategies, real-time rebalancing, and broad asset coverage. By leveraging AI at every level, we are redefining the future of investment management—making wealth creation smarter, faster, and more accessible.

Component of an investment Organization!

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As you know, each investment organization has some components and departments, For example:

Portfolio manager

They design portfolio, rebalance it and send clients report, update and in one word, they are responsible of client’s money.

Research Team:

Equity Research, economic research, Foresight studies, Commodity, Crypto, price analyst and risk management team.

Their efforts conclude an investment opportunity and an analysis which help portfolio manager to have the best allocation and selection!

Investment management:

Who defines investment strategies, policies and criteria!

This person leads investment team and manage investment organization.

So, think about it. How can we convert this traditional investment organization to a fully automated AI organization!

Here is the way.

An AI Based investment organization

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Let’s experience this intelligent investment organization as an user!

User interaction:

User speak and chat with our Intelligent advisor! Like a human, Advisor asks you some questions and based on your answers, it fills the form!

To provide the better services, user can answer investment personality and personal finance test that we design to understand more about client specific needs!

Asset Allocation

Based on the test and the user’s investment objective, Portfolio manager designs the first asset allocation.

This asset allocation is done based on investment strategy and training that we did in training phase!

Allocation QC Agent

We added QC Agent to check and monitor the final version of each step. In this step, Allocation QC Agent checks some criteria based on a checklist, change mistakes and write final allocation.

Asset selection

In this part, portfolio manager selects assets based on the provided allocation and economic condition.

To design this portfolio, portfolio manager uses the analysis and research of our Research Agents.

For example, If it needs value stock. It has access to the best value stock based our Intelligent research analysis and chooses stock based on AI analyst decision, Expected return, Valuation and the other parameters in the strategy!

Weighting

After selection, it’s time to weighting!

How does it work?

It’s combination of 3 Methods to have the best and most optimize portfolio!

Portfolio manager agent weights portfolio based on the training phase!

Some mathematic and quantitative methods like Robust risk parity, efficient frontier and blackletter man

Genetic, RNN, GNN And some other deep learning methods!

In this part, we have 3 Portfolio with different weighting

Final QC Agent

This QC Agent checks the designed portfolios and based on training, make a decision about final weighting and asset selection.

Portfolio Execution

In the final part, after signing of QC Agent, the final portfolio will be designed for the user and it’s time to execute them.

But it’s not the last part.

Rebalancing and monitoring are remained

We use some rebalancing methods based on client feedback, changing in investment objective, changing in market condition and even in one asset status!

The portfolio manager agent will rebalance portfolio and keep it safe to get the target.

It’s basic structure and design and It may has different functions in different services and levels.

But the main point is we did reduce inefficiencies and increase speed of the investment and portfolio management.

It’s the job that technology can work for you!

Why this architecture?

I think the most important things in investment management is to provide hyper personalized product.

It’s a big fault that all person tracks same portfolio allocations. Because different goal, different personalities lead to different investment and wealth approach!

On the other hands, with revolution of GEN AI, user interaction is easier than before and tracking news and market conditions for rebalancing purpose are faster and more efficient.

The main problems of the robo advisor market are here:

Lack of personalization

Delay rebalancing based on market condition

Limited asset classes

With this technology and architecture, we can launch an intelligent personalized hedge fund.

Powered by LLMs, We can find out the latest news and market sentiment, have more knowledge about the users, needs and preferences and also the ability to analyze lots of individual assets in depth and add them to our portfolio.

It’s why the LLM with memory, agent architecture with investment training and strategy can transform investment and wealth creation forever!

In the next articles, we will speak more about Research organization, in depth architecture of each plan and other technical issues!

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