An XML framework for agent-based E-commerce
Communications of the ACM
On agent-based software engineering
Artificial Intelligence
Intelligent agents and financial risk monitoring systems
Communications of the ACM - Robots: intelligence, versatility, adaptivity
The New Science of Management Decision
The New Science of Management Decision
Introduction to Multiagent Systems
Introduction to Multiagent Systems
IEEE Internet Computing
INVEST: An Expert System for Financial Investments
IEEE Expert: Intelligent Systems and Their Applications
Pluralistic multi-agent decision support system: a framework and an empirical test
Information and Management
A cooperative problem-solver for investment management
International Journal of Information Management: The Journal for Information Professionals
Agent-oriented ontology for monitoring and detecting money laundering process
Proceedings of the 2nd international conference on Scalable information systems
OntoIAS: An ontology-supported information agent shell for ubiquitous services
Expert Systems with Applications: An International Journal
Intelligent agent-assisted adaptive order simulation system in the artificial stock market
Expert Systems with Applications: An International Journal
Intelligent ethical wealth planner: a multi-agent approach
PRICAI'12 Proceedings of the 12th Pacific Rim international conference on Trends in Artificial Intelligence
Hi-index | 12.06 |
The increasing number of wealthy families, large amount of intergeneration transferable wealth, roiling financial markets, constantly changing tax law and increasing complexity of planning transaction increase the demand of aggregated family wealth management (FWM) services. However, current trend of developing such advisory systems is mainly focusing on financial or investment side. In addition, the existing systems are lack of flexible and autonomous problem-solving capability, rich interactions, and pro-active and reactive features. In this paper, a novel architecture of Web-service-agents-based FWM systems has been proposed. Agent technology is applied to deal with the complex, dynamic, and distributed FWM processes; Web-services techniques are proposed for more interoperability and scalability in network-based business environment. By integrating agent technology with Web-services to make use of the advantages from both, this approach provides a more intelligent, flexible, autonomous, and comprehensive solution to FWM. A prototype system for supporting FWM advice is also presented to demonstrate the advances of the proposed Web-service-agents-based FWM system architecture and business value.