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Strategic advice manager for financial plans
Strategic advice manager for financial plans
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机译：财务计划的战略咨询经理
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摘要
Described herein is a financial planning system that comprises a Strategic Advice Manager (SAM) module that utilizes an artificial intelligence (AI) module to automate and optimize the financial planning decision-making process, reducing the margin of error created by depending solely on a human-advisor and reducing the time required to build a financial plan, as discussed herein. That is, the financial planning system incorporates artificial intelligence techniques to analyze client inputs and select appropriate financial strategies based on the analysis of the inputs.
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