website logo
⌘K
💼Deep Alpha Platform
🦸Customer portal
Data Subject Requests
🔄Configuration change request
💡Product idea
📝Product feature quote request
💬Support process
🤖Order Execution
🤖Investment Advisory & Discretionary Investment Management
Advice Information
Purpose and Risk
Goal Based Investing
Risk Finder
Knowledge and Experience
Financial Situation
Sustainability Assessment
Advisory
Custom Portfolio
Product Platform Advisor
Portfolio Analytics
🧑‍💼KYC & Investor Management
Investor Card Properties
KYC Onboarding Flows
🤖Advice Engine on Deep Alpha Advisory Platform
Asset Classes
Product Platform Configurations
Investment Universe
Portfolio Model
Instrument Selection
Risk Model
Cost Model
Hybrid Advice
⚙️Deep Alpha Platform General
Audit log
⚙️API Documentation
Webhooks
Session API
⚙️Method Documentation
Table of content
Expected value
Expected path
Expected risk and return
📋Release Notes
📋Release Notes 1.11.0
📋Release Notes 1.10.0
📋Release Notes 1.9.0
📋Release Notes 1.8.0
📋Release Notes 1.7.0
📋Release Notes 1.6.0
📋Release Notes 1.5.0
📋Release Notes 1.4.2
📋Release Notes 1.3.0
Docs powered by
Archbee

Advice Engine on Deep Alpha Advisory Platform

1min

Advice Engine is a core component of Deep Alpha Advisory Platform (DAAP).

The Advisor Engine can be configured to support investment advisory philosophy and ensure that the philosophy and investment solutions are reflected across the platform.

The overall purpose of the advice engine is to serve various functionalities through APIs and reflect the way advice is provided to investors. Each subsection of the advice engine is described more in this documentation.

Updated 03 Mar 2023
Did this page help you?
PREVIOUS
KYC Onboarding Flows
NEXT
Asset Classes
Docs powered by
Archbee
Docs powered by
Archbee