Portfolio assessment and proposal

Ariane is really important and useful web platform developed for our client's customers. They wanted to give them the chance to analyze the fors and againsts of their investments and, at the same time, build a new portfolio based on their investment preferences.

LemonCaaS components allowed them to provide this service. Moreover, using two of the best components (portfolio-assessment and portfolio-proposal) they take advantage of the financial and thecnological knowledge acquired by ETS Asset Management Factory in the last 35 years. Both components provide them with the state-of-the-art Artificial Intelligence techiques in the financial world.

Components used in the use case

The following LemonCaaS components were used in the use case to provide full functionality: