LTIMindtree Data And AI Wealth Companion

Introducing Wealth Companion, a next-generation AI-driven wealth management solution that transforms traditional financial advisory workflows by integrating Azure OpenAI services, Quantum Computing, and Generative AI capabilities.

Wealth advisors spend nearly 80% of their time analyzing portfolios rather than engaging with clients. Wealth Companion solves this challenge by automating portfolio management, enabling dynamic risk assessment, and providing AI-powered investment recommendations.

The platform offers: ✔ Market Sentiment Analysis – Real-time AI-driven sentiment tracking based on live RSS feeds, market news, and financial events to prioritize client meetings. ✔ GenAI-Powered Report Generation – Uses Retrieval-Augmented Generation (RAG) to generate tailored investment reports from market data and research documents. ✔ AI-Driven Portfolio Optimization – Quantum-enhanced investment insights using D-Wave Quantum Annealer and CQM Solver, providing risk-adjusted portfolio recommendations. ✔ Automated Rebalancing & KPI Tracking – Includes Sharpe Ratio, Sortino Ratio, and diversification scores to optimize portfolio allocation. ✔ Fosfor AI Wealth Analytics – Provides AI-driven KPI tracking, drill-down analytics, and financial queries, offering a 360-degree view of client portfolios.

Perfect for wealth managers, investment firms, and financial advisors, Wealth Companion enhances decision-making with data-driven automation and risk-aware investment strategies.