AI Personalized Portfolio Construction for capital markets

Break the productivity ceiling in wealth management

Capacity is a growth limiter. As client expectations rise, firms face a trade-off: increase headcount or risk lower service quality. But real scale doesn’t come from more people. It comes from smarter performance. With AI portfolio construction, advisors can increase capacity and offer deeper insights, without compromising service or profitability.

Premium service at scale

Scalable automation makes it possible to deliver high-touch, personalized advice to more clients, more frequently.

Deeper client relationships

Give advisors more time for high-value client conversations by removing the manual effort from portfolio prep.

No added headcount

Serve more clients with the same team by automating the most time-consuming tasks.

Key capabilities

AI Personalized Portfolio Construction combines real-time market and client data with AI agents that manage tasks end-to-end, from profile analysis to rebalancing and reporting. These capabilities unlock proactive, high-frequency portfolio management at scale:

Client-ready insights in minutes

Generate personalized updates, allocation recommendations, and asset-level insights instantly, aligned to each client’s goals and risk profile.

Advisor-aware automation

AI agents continuously monitor market movements and client preferences, triggering relevant actions without manual intervention.

Frequent reviews, less effort

Automate prep, modeling, and reporting so advisors can deliver high-touch check-ins without the resource drain.

Built-in transparency and explainability

All outputs are backed by verifiable data, audit trails, and source transparency to support compliance and demonstrate advisor value.

Overcome these challenges

Wealth managers and advisors are under increasing pressure to deliver personalized portfolio updates with greater frequency and relevance. But manual workflows, scattered data sources, and limited capacity often stand in the way. Scaling tailored advice across a growing client base can mean trading off quality for efficiency, or missing key opportunities altogether. These common challenges prevent teams from offering the proactive, high-touch service clients expect today:

Too slow to personalize

Creating tailored portfolios for every client requires significant manual effort. It’s slow, inconsistent, and hard to scale as client expectations and market complexity grow.

Service doesn’t scale

Expanding personalized service across a growing client base often requires hiring more staff. This makes it difficult to scale without increasing costs or reducing portfolio quality.

Data delays decisions

Without real-time data access, advisors rely on spreadsheets and manual prep that slow rebalancing. When markets shift quickly, delayed decisions can lead to missed opportunities.

Risk of portfolio drift

Infrequent portfolio reviews make it harder to stay aligned with changing client goals, market dynamics, and risk tolerance, leading to exposure gaps or unintended allocations.

Benefits

Better alignment, better outcomes

Keep portfolios continuously in sync with client goals, preferences, and market events.

Scalable personalization

Deliver tailored insights and strategies across segments, without compromising quality.

More reviews, less effort

Automate prep and analysis so advisors can deliver high-frequency, high-impact check-ins.

Higher advisor productivity

Increase clients-per-advisor and reduce time spent on admin with intelligent automation.

How it works

AI Personalized Portfolio Construction runs on the combined capabilities of KX and NVIDIA. Using real-time data analytics and intelligent agent workflows, wealth managers can optimize allocations, rebalance proactively, and deliver personalized strategies at scale which strengthen client relationships and improve investment outcomes.

From proactive rebalancing to dynamic strategy updates, the system helps wealth managers stay ahead of risk, seize opportunity faster, and deepen client trust through smarter, always-on portfolio management.

Real-time insights

Ingests macro trends, market signals, and client-specific data to generate allocation strategies aligned to each client’s unique objectives.

Always-on optimization

AI agents detect drift and proactively trigger rebalancing or product ideas, reducing manual effort while improving precision.

Accuracy by design

Outputs are grounded in real-time data and enhanced by a multi-LLM and SLM approach, which improves response quality and reduces hallucinations.

Explainable responses

Every recommendation includes full source traceability, audit trails, and compliance-ready explainability, so advisors can act with confidence and clients stay informed.

Why KX?

Time-series DNA

We were purpose-built for capital markets, with native support for high-volume, high-frequency, and time-aware data. From intraday volatility to long-horizon trends, we help teams extract insight across any timeframe.

Enterprise-grade scale

While other platforms falter at scale, we handle billions of rows in real time with sub-millisecond performance, meeting the latency, throughput, and compliance demands of the most data-intensive trading environments.

Faster path to value

We enable faster AI innovation in Capital Markets with validated high value use cases, NVIDIA-accelerated infrastructure, and tested frameworks that streamline deployment.

Demo the world’s fastest database for vector, time-series, and real-time analytics

Start your journey to becoming an AI-first enterprise with 100x* more performant data and MLOps pipelines.

Process data at unmatched speed and scale

Build high-performance data-driven applications

Turbocharge analytics tools in the cloud, on premise, or at the edge

*Based on time-series queries running in real-world use cases on customer environments.

AI Personalized Portfolio Construction: High-touch portfolio management at scale