Personal Financial Advisor

AI-empowered advisor to assist wealth and investment management.

Next-Gen Financial Advisor

A personal financial advisor gives professional advices and helps to buy and sell financial products such as stocks, bonds, options, futures, derivatives, swaps, ETFs, mutual funds, commodities and forex - all done in the capacity of an agent, a hedger, an arbitrageur or a speculator. The trade is done via Exchanges or OTC. According to the trading style and product type, there are day traders, floor traders, high-frequency traders, stock traders, bond traders, derivatives traders, commodity traders, forex traders and rogue traders.

Graphen deveveloped an AI empowered Personal Financial Advisor product to assist wealth and investment management based on one's specific needs and style.


Alpha Artificial Intelligence Trader System

Graphen's Financial Advisors are built upon the foundation if its advanced AI Trader System which automatically collects public information, forming knowledge graphs and database.

It utilizes advanced AI to provide intelligent wealth management advisories based on various of factors including alternative database


Personalized Strategy to Meet Specific Needs

Graphen's Wealth Agent provides not one single strategy, but many personized AI traders that have different personalities and are customized to or able to be subscribed to based on the customers' requirements. These personal traders will act on behalf of the customer and execute different strategies based on each AI trader's learning experience, which is based on past trade records.



  • Compliance
  • Integration
  • Ease to use
  • Efficiency and productivity
  • Self-evolve
  • Graph Database and Analytics
  • Auto Model Optimizer
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