at Financial Technnology Year
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Personalized Investment Advisory Service
from Epsor
A service offering tailored investment advice based on individual risk profiles and financial goals for employee savings and retirement plans, combining robo-advisor technology with human financial planners.
Category:
Asset-Liability Management Tools
Specialized software that analyzes and optimizes the relationship between pension liabilities and investment assets, helping to ensure long-term funding adequacy.
Personalized Investment Advisory Service
Publicly available data, summarised using AI.
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