Agentic AI: Build Robo-Advisor (Paperback) (ISBN-13: 9798313600987)

Artificial Intelligence (AI) is transforming how individuals and institutions manage wealth, optimize investments, and automate financial advisory services. In Agentic AI: Robo-Advisor with Agentic AI, author Jeeson Augustine Dr.h.c takes readers on an insightful journey into the world of AI-driven financial advisory, bridging the gap between technical developers and financial professionals.

This book serves as a comprehensive roadmap for those who want to leverage Agentic AI-a form of AI that self-adapts, automates decision-making, and continuously improves financial strategies using machine learning. Whether you're a developer building a next-generation robo-advisor or a financial expert seeking AI-driven automation tools, this book equips you with the knowledge and tools to develop, deploy, and monetize AI financial services.

The book is structured into two distinct parts,

For software developers, AI engineers, and fintech entrepreneurs, Part 1 delves deep into the technical architecture of an AI-powered robo-advisor. Readers will explore:
✠ Machine learning models for market analysis and risk profiling.
✠ API integrations for stock market data, brokerage platforms, and investment tools.
✠ Developing interactive AI-driven financial agents with LangChain and OpenAI APIs.
✠ Training AI to analyze trends and make intelligent financial predictions.
✠ Deploying scalable and secure AI robo-advisory systems using AWS, Docker, and Kubernetes.

By the end of this section, programmers will have built an AI-powered robo-advisory system that can intelligently provide personalized financial recommendations, automate portfolio management, and execute investment decisions based on real-time data.

Recognizing that AI should be accessible to financial professionals without programming skills, Part 2 shifts the focus to no-code/low-code AI solutions. Readers will discover how to:
✠ Create AI-driven investment chatbots using OpenAI GPT Assistants.
✠ Automate financial workflows using Zapier, Microsoft Power Automate, and Make (Integromat).
✠ Develop real-time financial dashboards with Bubble.io and Google Data Studio.
✠ Publish AI-powered robo-advisors on platforms like WhatsApp, Telegram, and Web.
✠ Monetize AI-driven financial services through subscriptions, report generation, and brokerage partnerships.

By the end of this section, financial professionals and business owners will have created a no-code AI chatbot or an automated portfolio tracker, enabling them to offer AI-powered financial advisory without writing a single line of code.

With structured step-by-step guides, practical case studies, and real-world deployment scenarios.

By the time you finish this book, you will have:
✠ Built an AI-driven robo-advisory system from scratch (if you're a programmer).
✠ Created a no-code AI chatbot or portfolio tracking tool (if you're a non-programmer).
✠ Learned how to deploy, scale, and monetize AI-driven financial services.
✠ Understood the ethical, regulatory, and technological trends shaping AI in wealth management.

Jeeson Augustine Dr.h.c provides a visionary yet practical guide into the future of AI in finance.