Aurum Capital Management has introduced WealthOS, a new quantitative wealth advisory system that incorporates AI, deep learning, cloud computing, and quantitative methods.
The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.
The company said that WealthOS was developed in line with the analytical frameworks used by a leading US partner institution.
WealthOS applies machine learning and neural network models to process large volumes of financial information from various sources.
Drawing on execution approaches shared by its US partner, the system develops personalised asset allocation and risk management plans for users.
In selecting equities, WealthOS uses multi-factor models that combine financial metrics with industry outlooks to identify assets.
The platform also features real-time investment tools, including strategy recommendations and capital allocation functionalities that mirror those found in established US institutional systems.
On the research side, WealthOS merges deep learning techniques with standard quantitative analysis. It creates models for both market microstructure and macro-economic forecasts, refining them over time using self-learning processes.
The platform enhances collaboration between AI systems and investment professionals, integrating computational analysis with human expertise.
The platform operates on a cloud-based infrastructure that enables ongoing monitoring of global financial markets. It is built to detect significant events and provide analytics on market conditions based on complex data models.
Development for WealthOS began in 2019, progressing through several updates including enhancements to data integration and risk management capabilities.
In 2024, an internal review of version 4.0 returned “positive” feedback.
The 2025 release of version 4.5 brings generative AI, reinforcement learning tools, support for managing multiple accounts, and improvements in explainable AI features.
“Aurum Capital unveils AI-driven quantitative wealth advisory platform ” was originally created and published by Private Banker International, a GlobalData owned brand.
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