Agentic AI for Financial Portfolio Management 

Overview

Transforming Wealth Management with Real-Time Agentic AI for Smarter, Stress-Free Portfolios

A mid-sized wealth management firm was struggling to keep up with multiple client portfolios. Managers spent hours monitoring markets, assessing risks, and deciding when to buy or sell. Manual processes were slow and reactive, often missing short-term opportunities that could improve returns.

We introduced an Agentic AI solution that could watch the markets in real-time, analyze risks, and automatically rebalance portfolios based on client goals. This made portfolio management faster, smarter, and less stressful for the team, while giving clients better performance and more confidence in their investments.

Services

- Agentic AI Development - Real-Time Market Analysis

Industry Type

- FinTech - Financial Services

Challenges

  • - Too much manual work: Managers had to constantly track multiple markets, which was time-consuming and prone to errors.
  • - Slow re-balancing: Opportunities were often missed because decisions took too long.
  • - Risk management: Automated trades had to follow strict client risk rules and regulations.
  • - Trust and transparency: Managers and clients needed clear explanations for AI-driven decisions.

Outcomes

  • - 70% less manual work — AI handles market monitoring and analysis.
  • - 4–6% higher annual returns — portfolios rebalance faster and more efficiently.
  • - Real-time decision-making — managers get actionable insights instantly.
  • - Manage more portfolios — the team can now handle twice as many clients without extra staff.
  • - Stronger client trust — AI provides clear, explainable reasons for every trade.

Technology Stack

LangChain LangChain
LangGraph LangGraph
Google Vertex AI Google Vertex AI
Broker API Broker API
AWS-Kinesis AWS-Kinesis

Project Solutions

  • 1. Market Monitoring & Risk Analysis Agent:
    • Watches global markets 24/7 for equities, commodities, currencies, and economic indicators.
    • Highlights potential risks and opportunities using predictive models.
    • Filters out noise so the team only sees actionable signals.
  • 2. Portfolio Re-balancing & Recommendation Agent:
    • Suggests or executes trades automatically, following client-specific strategies and risk limits.
    • Provides clear, human-readable explanations for every decision.
    • Builds a knowledge base of portfolio actions to continuously improve future decisions.

Take the next step

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