{"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","is_oa":false,"landing_page_url":"https://doi.org/10.1109/cifer.2019.8759063","pdf_url":null,"source":null,"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 & Economics (CIFEr)","raw_type":"proceedings-article"},"type":"article","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":"https://openalex.org/A5111366898","display_name":"Yi Ming Xiang","orcid":null},"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":true,"raw_author_name":"Yi XIANG","raw_affiliation_strings":["Hong Kong Applied Science and Technology, Research Institute (ASTRI), Hong Kong, S.A.R., China"],"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"},"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"],"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},"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"],"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/A5000271415","display_name":"Du Tang","orcid":"https://orcid.org/0000-0002-5819-5782"},"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"],"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/A5103464382","display_name":"Kent K. Wu","orcid":null},"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"],"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"},"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"],"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"},"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 & Management, South China Normal University, Guangzhou, China","School of Economics & Management, South China Normal University, Guangzhou, China"],"affiliations":[{"raw_affiliation_string":"School of Economics & 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":7,"corresponding_author_ids":["https://openalex.org/A5111366898"],"corresponding_institution_ids":["https://openalex.org/I146617529"],"apc_list":null,"apc_paid":null,"fwci":0.4244,"has_fulltext":false,"cited_by_count":4,"citation_normalized_percentile":{"value":0.76167937,"is_in_top_1_percent":false,"is_in_top_10_percent":false},"cited_by_percentile_year":{"min":89,"max":96},"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/T12394","display_name":"Insurance and Financial Risk Management","score":0.8158000111579895,"subfield":{"id":"https://openalex.org/subfields/2002","display_name":"Economics and Econometrics"},"field":{"id":"https://openalex.org/fields/20","display_name":"Economics, Econometrics and Finance"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}},"topics":[{"id":"https://openalex.org/T12394","display_name":"Insurance and Financial Risk Management","score":0.8158000111579895,"subfield":{"id":"https://openalex.org/subfields/2002","display_name":"Economics and Econometrics"},"field":{"id":"https://openalex.org/fields/20","display_name":"Economics, Econometrics and Finance"},"domain":{"id":"https://openalex.org/domains/2","display_name":"Social Sciences"}}],"keywords":[{"id":"https://openalex.org/keywords/cloud-computing","display_name":"Cloud computing","score":0.6927075386047363},{"id":"https://openalex.org/keywords/big-data","display_name":"Big data","score":0.6378542184829712},{"id":"https://openalex.org/keywords/portfolio","display_name":"Portfolio","score":0.5815349817276001},{"id":"https://openalex.org/keywords/computer-science","display_name":"Computer science","score":0.5182178616523743},{"id":"https://openalex.org/keywords/financial-engineering","display_name":"Financial engineering","score":0.5172484517097473},{"id":"https://openalex.org/keywords/financial-services","display_name":"Financial services","score":0.48530834913253784},{"id":"https://openalex.org/keywords/project-portfolio-management","display_name":"Project portfolio management","score":0.4785071909427643},{"id":"https://openalex.org/keywords/architecture","display_name":"Architecture","score":0.4745517671108246},{"id":"https://openalex.org/keywords/service","display_name":"Service (business)","score":0.47347843647003174},{"id":"https://openalex.org/keywords/financial-management","display_name":"Financial management","score":0.45728322863578796},{"id":"https://openalex.org/keywords/business","display_name":"Business","score":0.4111325740814209},{"id":"https://openalex.org/keywords/finance","display_name":"Finance","score":0.38911211490631104},{"id":"https://openalex.org/keywords/engineering-management","display_name":"Engineering management","score":0.370572566986084},{"id":"https://openalex.org/keywords/risk-analysis","display_name":"Risk analysis (engineering)","score":0.3646288514137268},{"id":"https://openalex.org/keywords/systems-engineering","display_name":"Systems engineering","score":0.27941855788230896},{"id":"https://openalex.org/keywords/marketing","display_name":"Marketing","score":0.21198371052742004},{"id":"https://openalex.org/keywords/engineering","display_name":"Engineering","score":0.2075619399547577},{"id":"https://openalex.org/keywords/operating-system","display_name":"Operating system","score":0.132944256067276},{"id":"https://openalex.org/keywords/project-management","display_name":"Project management","score":0.1197320818901062}],"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","is_oa":false,"landing_page_url":"https://doi.org/10.1109/cifer.2019.8759063","pdf_url":null,"source":null,"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 & Economics (CIFEr)","raw_type":"proceedings-article"}],"best_oa_location":null,"sustainable_development_goals":[],"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/W6807091881","https://openalex.org/W7005955626"],"related_works":["https://openalex.org/W3132966603","https://openalex.org/W3199291273","https://openalex.org/W2800643313","https://openalex.org/W1675149080","https://openalex.org/W2097061432","https://openalex.org/W3140179141","https://openalex.org/W2467389477","https://openalex.org/W2578593844","https://openalex.org/W2135574855","https://openalex.org/W2342052945","https://openalex.org/W2149719162","https://openalex.org/W3002267516","https://openalex.org/W2769014449","https://openalex.org/W2595926376","https://openalex.org/W2181752568","https://openalex.org/W1965834020","https://openalex.org/W2281160878","https://openalex.org/W2181333886","https://openalex.org/W2857629927","https://openalex.org/W3091769447"],"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":"2025-11-06T03:46:38.306776","created_date":"2025-10-10T00:00:00"}