{"id":"https://openalex.org/W2956764802","doi":"https://doi.org/10.1109/cifer.2019.8759063","title":"Smart Wealth Management System for Robo-Advisory","display_name":"Smart Wealth Management System for Robo-Advisory","publication_year":2019,"publication_date":"2019-05-01","ids":{"openalex":"https://openalex.org/W2956764802","doi":"https://doi.org/10.1109/cifer.2019.8759063","mag":"2956764802"},"language":"en","primary_location":{"id":"doi:10.1109/cifer.2019.8759063","doi":"https://doi.org/10.1109/cifer.2019.8759063","is_oa":false,"landing_page_url":"https://doi.org/10.1109/cifer.2019.8759063","pdf_url":null,"source":{"id":"https://openalex.org/S4306422520","display_name":"IEEE Conference on Computational Intelligence for Financial Engineering & Economics","issn_l":null,"issn":null,"is_oa":false,"is_in_doaj":false,"is_core":false,"listed_in":[],"host_organization":null,"host_organization_name":null,"host_organization_lineage":[],"host_organization_lineage_names":[],"type":"conference"},"license":null,"license_id":null,"version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"2019 IEEE Conference on Computational Intelligence for Financial Engineering &amp; Economics (CIFEr)","raw_type":"proceedings-article"},"volume":null,"type":"conference-paper","is_traditional":true,"indexed_in":["crossref"],"open_access":{"is_oa":false,"oa_status":"closed","oa_url":null,"any_repository_has_fulltext":false},"authorships":[{"author_position":"first","author":{"id":null,"display_name":"Yi XIANG","orcid":null,"observed_orcids":[]},"institutions":[{"id":"https://openalex.org/I146617529","display_name":"Applied Science and Technology Research Institute","ror":"https://ror.org/03xmkea05","country_code":"CN","type":"facility","lineage":["https://openalex.org/I146617529"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Yi XIANG","raw_affiliation_strings":["Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China","institution_ids":["https://openalex.org/I146617529"]}]},{"author_position":"middle","author":{"id":"https://openalex.org/A5101764801","display_name":"Zhixi Li","orcid":"https://orcid.org/0000-0003-2425-6820","observed_orcids":["https://orcid.org/0000-0003-2425-6820"]},"institutions":[{"id":"https://openalex.org/I146617529","display_name":"Applied Science and Technology Research Institute","ror":"https://ror.org/03xmkea05","country_code":"CN","type":"facility","lineage":["https://openalex.org/I146617529"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Zhixi LI","raw_affiliation_strings":["Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China","institution_ids":["https://openalex.org/I146617529"]}]},{"author_position":"middle","author":{"id":"https://openalex.org/A5003094253","display_name":"Tsz-Ho LEE","orcid":null,"observed_orcids":[]},"institutions":[{"id":"https://openalex.org/I146617529","display_name":"Applied Science and Technology Research Institute","ror":"https://ror.org/03xmkea05","country_code":"CN","type":"facility","lineage":["https://openalex.org/I146617529"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Tsz-Ho LEE","raw_affiliation_strings":["Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China","institution_ids":["https://openalex.org/I146617529"]}]},{"author_position":"middle","author":{"id":null,"display_name":"Du TANG","orcid":null,"observed_orcids":[]},"institutions":[{"id":"https://openalex.org/I146617529","display_name":"Applied Science and Technology Research Institute","ror":"https://ror.org/03xmkea05","country_code":"CN","type":"facility","lineage":["https://openalex.org/I146617529"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Du TANG","raw_affiliation_strings":["Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China","institution_ids":["https://openalex.org/I146617529"]}]},{"author_position":"middle","author":{"id":null,"display_name":"Kent WU","orcid":null,"observed_orcids":[]},"institutions":[{"id":"https://openalex.org/I146617529","display_name":"Applied Science and Technology Research Institute","ror":"https://ror.org/03xmkea05","country_code":"CN","type":"facility","lineage":["https://openalex.org/I146617529"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Kent WU","raw_affiliation_strings":["Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China","institution_ids":["https://openalex.org/I146617529"]}]},{"author_position":"middle","author":{"id":"https://openalex.org/A5002280736","display_name":"Zhibin Lei","orcid":"https://orcid.org/0000-0003-1615-2343","observed_orcids":["https://orcid.org/0000-0003-1615-2343"]},"institutions":[{"id":"https://openalex.org/I146617529","display_name":"Applied Science and Technology Research Institute","ror":"https://ror.org/03xmkea05","country_code":"CN","type":"facility","lineage":["https://openalex.org/I146617529"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Zhibin LEI","raw_affiliation_strings":["Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China","institution_ids":["https://openalex.org/I146617529"]}]},{"author_position":"last","author":{"id":"https://openalex.org/A5100335700","display_name":"Yali Wang","orcid":"https://orcid.org/0000-0002-0208-6042","observed_orcids":["https://orcid.org/0000-0002-0208-6042"]},"institutions":[{"id":"https://openalex.org/I187400657","display_name":"South China Normal University","ror":"https://ror.org/01kq0pv72","country_code":"CN","type":"education","lineage":["https://openalex.org/I187400657"]}],"countries":["CN"],"is_corresponding":false,"raw_author_name":"Yali WANG","raw_affiliation_strings":["School of Economics &#x0026; Management, South China Normal University, Guangzhou, China","School of Economics & Management, South China Normal University, Guangzhou, China"],"raw_orcid":null,"affiliations":[{"raw_affiliation_string":"School of Economics &#x0026; Management, South China Normal University, Guangzhou, China","institution_ids":["https://openalex.org/I187400657"]},{"raw_affiliation_string":"School of Economics & Management, South China Normal University, Guangzhou, China","institution_ids":["https://openalex.org/I187400657"]}]}],"institutions":[],"countries_distinct_count":1,"institutions_distinct_count":2,"corresponding_author_ids":[],"corresponding_institution_ids":[],"apc_list":null,"apc_paid":null,"fwci":0.3502,"has_fulltext":false,"cited_by_count":4,"citation_normalized_percentile":{"value":0.48974877,"is_in_top_1_percent":false,"is_in_top_10_percent":false},"cited_by_percentile_year":{"min":88,"max":95},"biblio":{"volume":null,"issue":null,"first_page":"1","last_page":"6"},"is_retracted":false,"is_paratext":false,"is_xpac":false,"primary_topic":{"id":"https://openalex.org/T11995","display_name":"FinTech, Crowdfunding, Digital Finance","score":0.6381999850273132,"subfield":{"id":"https://openalex.org/subfields/1404","display_name":"Management Information Systems"},"field":{"id":"https://openalex.org/fields/14","display_name":"Business, Management and Accounting"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},"topics":[{"id":"https://openalex.org/T11995","display_name":"FinTech, Crowdfunding, Digital Finance","score":0.6381999850273132,"subfield":{"id":"https://openalex.org/subfields/1404","display_name":"Management Information Systems"},"field":{"id":"https://openalex.org/fields/14","display_name":"Business, Management and Accounting"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},{"id":"https://openalex.org/T13346","display_name":"Digital Transformation in Financial Services","score":0.2797999978065491,"subfield":{"id":"https://openalex.org/subfields/2000","display_name":"General Economics, Econometrics and Finance"},"field":{"id":"https://openalex.org/fields/20","display_name":"Economics, Econometrics and Finance"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},{"id":"https://openalex.org/T12123","display_name":"Financial Analysis and Corporate Governance","score":0.014399999752640724,"subfield":{"id":"https://openalex.org/subfields/1402","display_name":"Accounting"},"field":{"id":"https://openalex.org/fields/14","display_name":"Business, Management and Accounting"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}}],"keywords":[{"id":"https://openalex.org/keywords/robo-advisory","display_name":"robo-advisory","score":0.9089999794960022},{"id":"https://openalex.org/keywords/wealth-management","display_name":"wealth management","score":0.7860000133514404},{"id":"https://openalex.org/keywords/portfolio-optimization","display_name":"portfolio optimization","score":0.9940000176429749},{"id":"https://openalex.org/keywords/know-your-customer","display_name":"know your customer","score":0.9079999923706055},{"id":"https://openalex.org/keywords/behavioral-finance","display_name":"behavioral finance","score":0.9909999966621399},{"id":"https://openalex.org/keywords/big-data","display_name":"big data","score":0.6600000262260437},{"id":"https://openalex.org/keywords/artificial-intelligence-in-finance","display_name":"artificial intelligence in finance","score":0.8360000252723694}],"concepts":[{"id":"https://openalex.org/C79974875","wikidata":"https://www.wikidata.org/wiki/Q483639","display_name":"Cloud computing","level":2,"score":0.6927075386047363},{"id":"https://openalex.org/C75684735","wikidata":"https://www.wikidata.org/wiki/Q858810","display_name":"Big data","level":2,"score":0.6378542184829712},{"id":"https://openalex.org/C2780821815","wikidata":"https://www.wikidata.org/wiki/Q5340806","display_name":"Portfolio","level":2,"score":0.5815349817276001},{"id":"https://openalex.org/C41008148","wikidata":"https://www.wikidata.org/wiki/Q21198","display_name":"Computer science","level":0,"score":0.5182178616523743},{"id":"https://openalex.org/C84749600","wikidata":"https://www.wikidata.org/wiki/Q5449714","display_name":"Financial engineering","level":2,"score":0.5172484517097473},{"id":"https://openalex.org/C139043278","wikidata":"https://www.wikidata.org/wiki/Q837171","display_name":"Financial services","level":2,"score":0.48530834913253784},{"id":"https://openalex.org/C74510933","wikidata":"https://www.wikidata.org/wiki/Q1936145","display_name":"Project portfolio management","level":3,"score":0.4785071909427643},{"id":"https://openalex.org/C123657996","wikidata":"https://www.wikidata.org/wiki/Q12271","display_name":"Architecture","level":2,"score":0.4745517671108246},{"id":"https://openalex.org/C2780378061","wikidata":"https://www.wikidata.org/wiki/Q25351891","display_name":"Service (business)","level":2,"score":0.47347843647003174},{"id":"https://openalex.org/C506796395","wikidata":"https://www.wikidata.org/wiki/Q4738155","display_name":"Financial management","level":2,"score":0.45728322863578796},{"id":"https://openalex.org/C144133560","wikidata":"https://www.wikidata.org/wiki/Q4830453","display_name":"Business","level":0,"score":0.4111325740814209},{"id":"https://openalex.org/C10138342","wikidata":"https://www.wikidata.org/wiki/Q43015","display_name":"Finance","level":1,"score":0.38911211490631104},{"id":"https://openalex.org/C110354214","wikidata":"https://www.wikidata.org/wiki/Q6314146","display_name":"Engineering management","level":1,"score":0.370572566986084},{"id":"https://openalex.org/C112930515","wikidata":"https://www.wikidata.org/wiki/Q4389547","display_name":"Risk analysis (engineering)","level":1,"score":0.3646288514137268},{"id":"https://openalex.org/C201995342","wikidata":"https://www.wikidata.org/wiki/Q682496","display_name":"Systems engineering","level":1,"score":0.27941855788230896},{"id":"https://openalex.org/C162853370","wikidata":"https://www.wikidata.org/wiki/Q39809","display_name":"Marketing","level":1,"score":0.21198371052742004},{"id":"https://openalex.org/C127413603","wikidata":"https://www.wikidata.org/wiki/Q11023","display_name":"Engineering","level":0,"score":0.2075619399547577},{"id":"https://openalex.org/C111919701","wikidata":"https://www.wikidata.org/wiki/Q9135","display_name":"Operating system","level":1,"score":0.132944256067276},{"id":"https://openalex.org/C15952604","wikidata":"https://www.wikidata.org/wiki/Q179012","display_name":"Project management","level":2,"score":0.1197320818901062},{"id":"https://openalex.org/C153349607","wikidata":"https://www.wikidata.org/wiki/Q36649","display_name":"Visual arts","level":1,"score":0.0},{"id":"https://openalex.org/C142362112","wikidata":"https://www.wikidata.org/wiki/Q735","display_name":"Art","level":0,"score":0.0}],"mesh":[],"locations_count":1,"locations":[{"id":"doi:10.1109/cifer.2019.8759063","doi":"https://doi.org/10.1109/cifer.2019.8759063","is_oa":false,"landing_page_url":"https://doi.org/10.1109/cifer.2019.8759063","pdf_url":null,"source":{"id":"https://openalex.org/S4306422520","display_name":"IEEE Conference on Computational Intelligence for Financial Engineering & Economics","issn_l":null,"issn":null,"is_oa":false,"is_in_doaj":false,"is_core":false,"listed_in":[],"host_organization":null,"host_organization_name":null,"host_organization_lineage":[],"host_organization_lineage_names":[],"type":"conference"},"license":null,"license_id":null,"version":"publishedVersion","is_accepted":true,"is_published":true,"raw_source_name":"2019 IEEE Conference on Computational Intelligence for Financial Engineering &amp; Economics (CIFEr)","raw_type":"proceedings-article"}],"best_oa_location":null,"sustainable_development_goals":[],"study_designs":[],"awards":[],"funders":[],"has_content":{"pdf":false,"grobid_xml":false},"content_urls":null,"referenced_works_count":6,"referenced_works":["https://openalex.org/W2016980223","https://openalex.org/W2062125287","https://openalex.org/W2120263304","https://openalex.org/W2157903047","https://openalex.org/W4232474910","https://openalex.org/W7005955626"],"related_works":["https://openalex.org/W4412903396","https://openalex.org/W7168061378","https://openalex.org/W4413798302","https://openalex.org/W7133241789","https://openalex.org/W7171184292","https://openalex.org/W7167083046","https://openalex.org/W4416938660","https://openalex.org/W7027320990","https://openalex.org/W7118676407","https://openalex.org/W2090957044"],"abstract_inverted_index":{"The":[0],"Smart":[1],"Wealth":[2],"Management":[3],"Platform":[4],"(SWMP)":[5],"is":[6],"an":[7],"intelligent":[8],"cloud-based":[9],"system":[10],"that":[11],"aims":[12],"to":[13,86,95],"provide":[14],"a":[15,88],"unified":[16],"wealth":[17],"management":[18],"service":[19],"with":[20,91],"smart":[21],"risk-assessment":[22],"and":[23,28,33,55,57,77,99],"diversified":[24],"products":[25],"for":[26,45,52],"institutional":[27],"retail":[29],"investors":[30],"in":[31],"China":[32],"Hong":[34],"Kong.":[35],"An":[36],"efficient":[37],"computational":[38],"architecture":[39],"supports":[40],"high":[41],"performance":[42],"data":[43,81],"processing":[44],"financial":[46,75,78],"analysis,":[47],"huge":[48],"amount":[49],"of":[50],"calculation":[51],"portfolio":[53],"optimization":[54],"simulation,":[56],"know":[58],"your":[59],"customer":[60],"(KYC)":[61],"module":[62],"based":[63],"on":[64],"behavioral":[65],"finance.":[66],"Leading":[67],"market":[68],"core":[69],"technologies":[70],"from":[71],"big":[72],"data,":[73],"AI,":[74],"engineering,":[76],"real":[79],"time":[80],"analysis":[82],"are":[83],"cohesively":[84],"integrated":[85],"form":[87],"dynamic":[89],"platform":[90],"excellent":[92],"user":[93],"experience":[94],"support":[96],"rationalized":[97],"investment":[98],"deliver":[100],"specialized":[101],"consultancy.":[102]},"counts_by_year":[{"year":2024,"cited_by_count":1},{"year":2023,"cited_by_count":2},{"year":2022,"cited_by_count":1}],"updated_date":"2026-10-16T09:59:22.235173","created_date":"2019-07-23T00:00:00"}
