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I'm looking for a comprehensive AI-driven portfolio review system & automation that can help financial advisors like me, using excel data uploads of the data. Key Requirements: - Performance evaluation of various assets - Risk identification and assessment - Recommendations for asset allocation changes Ideal Skills and Experience: - Expertise in AI and finance- Claude, google workspace/ studio - Strong analytical and reporting skills - Experience working with financial advisors
Project ID: 40295161
10 proposals
Remote project
Active 2 mos ago
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