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Personalized Financial and investment planning Services through automated cloud SaaS Solutions

Author(s) Antony Ronald Reagan Panguraj
Country United States
Abstract Individual financial and investment advisory have generally been time-consuming and demanding in terms of the professionals involved in preparing specially designed financial solutions for clients. But new technologies associate with, especially cloud solutions and software solutions that have What’s New in the World of the Financial Services? SaaS solutions provided by cloud technology are now able to deliver financial and investment advice and services at a massive level, making it possible for everyone, businesses, and individuals alike to plan and manage their finances more professionally, quickly, and inexpensively than before. Using the concepts of Artificial Intelligence (AI), Machine Learning (ML) and Big Data Analytics, these solutions provide tailored investment advice prescribed by the specific goals and risk tolerance of the particular investor or a market environment.
This paper aims at establishing how automated cloud-based service delivery systems are increasingly being adopted in the provision of financial and investment planning services. The above platforms offer real time data analytics results, dynamic asset allocation models plus auto-generation of rebalancing portfolios which would enable users make the right financial decisions. Through the skeleton framework of the main processes of financial planning, these solutions exclude most of the factors that were previously linked to financial advisory services, including high costs, and information disclosure. Besides, it is easy to incorporate financial data, and users can see their entire financial picture at once, thanks to cloud platforms.
The use of personally tailored financial services available on an automated basis, with the help of cloud SaaS, is gaining more and more popularity among the retail audience and the business community as well as among financial organizations. They can be designed to cover everybody from the individual who wants to know how to manage his/her money to the business which requires enterprise level financial analysis and reporting solutions. Cloud-based SaaS is also highly scalable and flexible, allowing these services to be refined constantly, advanced in the latest technological features, and updated according to current regulations as needed for customers. Thus, as more people spend time on these platforms the future of financial planning is set to become more accessible and increasingly based on analytics.
Keywords personalized financial services, investment planning, automated cloud solutions, SaaS platforms, AI in finance, portfolio management
Published In Volume 2, Issue 9, September 2021
Published On 2021-09-02
Cite This Personalized Financial and investment planning Services through automated cloud SaaS Solutions - Antony Ronald Reagan Panguraj - IJLRP Volume 2, Issue 9, September 2021. DOI 10.5281/zenodo.14673282
DOI https://doi.org/10.5281/zenodo.14673282
Short DOI https://doi.org/g8z642
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