TL;DR
Designed and launched an AI-powered portfolio planning tool for 3,000+ financial advisors at Finnomena, one of Thailand's leading wealth management platforms, built in partnership with Franklin Templeton.
The tool integrated Franklin Templeton's algorithmic recommendation engine via API. Financial advisors could apply their own judgment on top of AI-suggested portfolios.
The Problem
Financial advisors at Finnomena were building client portfolios manually, selecting funds and allocations based on their own research. No personalized recommendation system to help optimize portfolio performance at scale.
The Solution
Partnered with Franklin Templeton to integrate their Investment Optimization Engine via API, adding personalized algorithmic recommendations into Finnomena's existing platform.
Full portfolio lifecycle
Beyond integration, the tool supported the full lifecycle: create, edit, and manage plans. Each portfolio tied to the client's risk profile and updated as conditions changed.
Personalized portfolio recommendations
Advisors entered a client's risk profile, investment horizon, and goals. The engine returned an optimized fund and allocation recommendation tailored to that client.
Multi-scenario comparison
Advisors could generate and compare multiple portfolio options side-by-side (e.g., aggressive vs. balanced) before recommending one to a client.
Pre-built plan templates
Templates for common goals (retirement, education, growth) so advisors could start from a tested baseline and tweak per client instead of building from scratch.
Across every feature, financial advisors still made the final judgment. The algorithm surfaced recommendations, but every portfolio decision stayed in their hands.
The Impact
60%
advisor adoption in 2 weeks
3k+
financial advisors
30+
user interviews
500+
surveys collected