Agentic AI

Agentic AI: Build Robo-Advisor - by Jeeson Augustine Dr.h.c

Artificial Intelligence (AI) is transforming how individuals and institutions manage wealth, optimize investments, and automate financial advisory services. In Agentic AI: Robo-Advisor with Agentic AI, author Jeeson Augustine Dr.h.c takes readers on an insightful journey into the world of AI-driven financial advisory, bridging the gap between technical developers and financial professionals.

This book serves as a comprehensive roadmap for those who want to leverage Agentic AI-a form of AI that self-adapts, automates decision-making, and continuously improves financial strategies using machine learning. Whether you're a developer building a next-generation robo-advisor or a financial expert seeking AI-driven automation tools, this book equips you with the knowledge and tools to develop, deploy, and monetize AI financial services.

The book is structured into two distinct parts,

Part 1 - For Programmers: Building a Robo-Advisor from Scratch

For software developers, AI engineers, and fintech entrepreneurs, Part 1 delves deep into the technical architecture of an AI-powered robo-advisor. Readers will explore:
✠ Machine learning models for market analysis and risk profiling.
✠ API integrations for stock market data, brokerage platforms, and investment tools.
✠ Developing interactive AI-driven financial agents with LangChain and OpenAI APIs.
✠ Training AI to analyze trends and make intelligent financial predictions.
✠ Deploying scalable and secure AI robo-advisory systems using AWS, Docker, and Kubernetes.

By the end of this section, programmers will have built an AI-powered robo-advisory system that can intelligently provide personalized financial recommendations, automate portfolio management, and execute investment decisions based on real-time data.

Part 2 - For Non-Programmers: Deploying No-Code AI for Wealth Management

Recognizing that AI should be accessible to financial professionals without programming skills, Part 2 shifts the focus to no-code/low-code AI solutions. Readers will discover how to:
✠ Create AI-driven investment chatbots using OpenAI GPT Assistants.
✠ Automate financial workflows using Zapier, Microsoft Power Automate, and Make (Integromat).
✠ Develop real-time financial dashboards with Bubble.io and Google Data Studio.
✠ Publish AI-powered robo-advisors on platforms like WhatsApp, Telegram, and Web.
✠ Monetize AI-driven financial services through subscriptions, report generation, and brokerage partnerships.

By the end of this section, financial professionals and business owners will have created a no-code AI chatbot or an automated portfolio tracker, enabling them to offer AI-powered financial advisory without writing a single line of code.

With structured step-by-step guides, practical case studies, and real-world deployment scenarios.

By the time you finish this book, you will have:
✠ Built an AI-driven robo-advisory system from scratch (if you're a programmer).
✠ Created a no-code AI chatbot or portfolio tracking tool (if you're a non-programmer).
✠ Learned how to deploy, scale, and monetize AI-driven financial services.
✠ Understood the ethical, regulatory, and technological trends shaping AI in wealth management.

Jeeson Augustine Dr.h.c provides a visionary yet practical guide into the future of AI in finance.