• 理財顧問的智能財富管理系統

我們希望透過科技的力量,幫助家庭實現財務健康和穩定,提高人們的財務素養與意識。智能財富管理系統基於智能演算下，提供財務顧問與金融人員在規劃財富管理時，能夠進行量化分析，產生財務雷達、人身風險雷達捕捉財務黑洞，與即時財務回測，確認達成財務計畫之可能性。使財務顧問可以運用本系統，協助規劃終端顧客的財富管理，並產生視覺化之財務報告書。

Root Adviser aim to help families achieve financial stability while enhancing financial literacy and awareness by utilizing technology.The Intelligent Wealth Management System enables financial advisors and professionals to quantitatively analyze wealth management, generate financial and personal risk radars to detect financial pitfalls, conduct real-time financial testing, and confirm the feasibility of financial plans. Advisors can utilize the system to assist end clients in wealth management, and produce visual financial reports.