Finance: Personalized Financial Advice and Robo-Advisors

Discover the power of AI in revolutionizing financial advice with robo-advisors.

The Importance of Personalized Financial Advice

Personalized financial advice is essential for making informed investment decisions. Every investor has unique goals, risk tolerance, and circumstances. Traditional advisory services can be costly and often lack personalization. The finance industry needs a solution that offers tailored advice to each client in a cost-effective manner.

AI-powered robo-advisors step in to fill this gap. They analyze vast amounts of data, including market trends and personal financial data, to offer customized investment strategies. By utilizing AI, these advisors can provide recommendations that adapt in real-time to changes in the market and the client's financial situation.

The future of finance increasingly hinges on such technologies. As the demand for personalized advice grows, AI will continue to evolve, offering more nuanced and comprehensive financial solutions, ultimately democratizing access to high-quality investment insights.

Why Licode is the Go-To Solution for Building Financial AI Apps

Licode is designed for rapid, easy creation of AI-powered apps. In the financial sector, staying ahead means adopting innovations swiftly. Licode empowers businesses to build personalized advisory applications without the need for technical expertise.

The mission of Licode is clear: to enable all professionals, including those without a technical background like financial advisors and analysts, to craft AI-driven tools that future-proof their offerings. With Licode, you can design user-friendly interfaces, develop tailored AI models from state-of-the-art LLMs, manage client data securely, and automate financial processes quickly.

All functions are seamlessly integrated. This tool allows for the inclusion of multiple AI models working in concert, seamless API integrations with existing tools, and the capacity to embed the app into existing financial platforms, providing a comprehensive solution for personalized financial advice.

Why use Licode

Advantages of Using Licode for Personalized Financial Apps

Ease of Use

Non-technical users can build sophisticated AI apps without coding, making it perfect for financial professionals.

Comprehensive Features

Offers built-in features for model customization, data management, and process automation, ideal for personalized advice.

Seamless Integration

Integrates effortlessly with existing financial services and platforms, expanding the utility of robo-advisors.

Steps to Build Your AI-Powered Financial App

Create an Account: Sign up on Licode to start building your financial app.
Prepare Your Data: Gather financial data inputs, such as user profiles in doc or csv format.
Design the Interface: Use Licode's visual tools to create a user-friendly app layout.
Customize the AI Model: Choose and tailor AI models to provide personalized financial advice.
Add Features: Integrate additional functionalities like real-time data updates and alerts.
Market Your App: Reach out to your target audience and promote your new tool.

Enable AI in your app

Licode comes with built-in AI infrastructure that allows you to easily craft a prompt, and use any Large Lanaguage Model (LLM) like Google Gemini, OpenAI GPTs, and Anthropic Claude.

Supply knowledge to your model

Licode's built-in RAG (Retrieval-Augmented Generation) system helps your models understand a vast amount of knowledge with minimal resource usage.

Build your AI app's interface

Licode offers a library of pre-built UI components from text & images to form inputs, charts, tables, and AI interactions. Ship your AI-powered app with a great UI fast.

Authenticate and manage users

Launch your AI-powered app with sign-up and log in pages out of the box. Set private pages for authenticated users only.

Monetize your app

Licode provides a built-in Subscriptions and AI Credits billing system. Create different subscription plans and set the amount of credits you want to charge for AI Usage.

Accept payments with Stripe

Licode makes it easy for you to integrate Stripe in your app. Start earning and grow revenue for your business.

Create custom actions

Give your app logic with Licode Actions. Perform database operations, AI interactions, and third-party integrations.

Store data in the database

Simply create data tables in a secure Licode database. Empower your AI app with data. Save data easily without any hassle.

Publish and launch

Just one click and your AI app will be online for all devices. Share it with your team, clients or customers. Update and iterate easily.

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Don't take our word for it

I've built with various AI tools and have found Licode to be the most efficient and user-friendly solution. In a world where only 51% of women currently integrate AI into their professional lives, Licode has empowered me to create innovative tools in record time that are transforming the workplace experience for women across Australia.

- Cheyanne Carter
Founder @ Divergent Education

Licode has made building micro tools like my YouTube Summarizer incredibly easy. I've seen a huge boost in user engagement and conversions since launching it. I don't have to worry about my dev resource and any backend hassle.