AKILLIBES PROGRAMI HİZMETİNİZDE

Fonlarınızı Allianz AkıllıBES ile yönetin, kazançlı çıkın.

LET'S MANAGE TOGETHER BETTER.

WE ARE ALWAYS WITH YOU.

WE WORK HARDER TOO.

WE SUPPORT YOU FROM THE BEGINNING.

WE CARE YOUR SAVINGS WHILE YOU ARE ON HOLIDAY.

YOU ARE IMPORTANT TO US.

WHY

Smart advices for giving smart investment decisions

Financial and political crisis occurred periodically and clients have bad investment experiences. Even the markets recovered, number of investors has been declining in all age categories. They lost their trust to investment products providers and weren’t satisfied with their investment returns. Clients don’t feel comfortable in making investments decisions. They expect their bank to help them in this hard decision making process by understanding their financial needs.

Saving for the retirement period is becoming more important ever. People want to feel confident and secure for their retirement period through their pension plans. In addition, governments support pension system for their citizens.  They regulate the market and provide several opportunities. However, people don’t feel confident and aren’t well-informed for giving saving smart investment decisions that means choosing right and proper investment plans and strategies for their retirement period.

Selecting and portfolio diversification among hundreds of mutual funds, giving investment decisions decisions at the right time, tracking performance and getting better returns are important topics in the field of financial technologies and there is a need for Research and Development (R&D) in this area.

With Smart Advice, a FinTech (Financial Technologies) service platform is offered to provide user convenience for meeting these needs fast and easy, to provide personalized smart investment advice and to give better-informed financial decision.

This is an innovative online web based advice service  in order to provide benefits of diversification and advantages of professional asset management. This digital tool will assist investors to distribute their savings in an efficient way, starting from an accurate diagnosis of their financial status and supporting them in setting their goals.

HOW

Empowering investors with advice and action in wealth management

INVESTOR PROFILE

INVESTOR PROFILE

Our most important starting point for investing is to know ourselves. Investment decisions shouldn't be given and any investment strategy shouldn't be formed without creating an investor profile. Personalized portfolio models should be created according to the profile and investment products should be selected. Prospective follow-ups and changes should be made accordingly. Investor Profile Analysis is a personal assessment that helps us to find the right investment products by understanding our investment habits and behaviors. Thanks to a special financial algorithm (Smart Advice), a dynamic evaluation system is implemented not only for one time, but involving life cycle and investment behaviors.

INVESTMENT ADVICE

INVESTMENT ADVICE

The risk values of all individual pension and mutual funds are calculated and a list of those that are compatible with the investor profile is issued and the risk-return ratios are calculated one by one. As a result of the special financial algorithm (Smart Advice), huge amount data analysis is made in seconds, and as a result of millions of calculations made from hundreds of thousands of price data of hundreds of mutual funds, PROFILE and PILOT FUNDS most suitable for the investor profile are determined.

OPTIMIZATION

OPTIMIZATION

With Smart Advice, THE SMART PORTFOLIO MODEL formed by profile and pilot funds is offered to investors to help them to give better-informed smart investment decisions. This model is calculated according to simulations based on historical data analysis, investment behaviors and investment profiles. Changes in fund distribution are made dynamically by machine learning.

DENEME PORTFÖYLER

DENEME PORTFÖYLER

Farklı yatırım fikirlerinizi deneyip zaman içinde getirilerini kıyaslayabilirsiniz. İsterseniz algoritmanın önerileri ve sonuçları ile karşılaştırabilirsiniz. Başka önerileri sisteme girip takip edebilirsiniz. Hepsini özel olarak tasarlanan çok kolay ve çok kullanışlı tek bir ekranda görebilirsiniz.

ALLIANZ AKILLIBES İŞBİRLİĞİ

Allianz AkıllıBES Programı Hizmetinizde

BİREYSEL EMEKLİLİK FONLARINIZI AKILLIBES İLE YÖNETİN.

BİREYSEL EMEKLİLİK FONLARINIZI AKILLIBES İLE YÖNETİN.

Yatırım alışkanlıklarınızı ve davranışlarınızı anlayarak size uygun fonları seçebilirsiniz. AkıllıBES finansal algoritmasıyla piyasa koşullarını her zaman değerlendirir ve gerekli durumlarda size yeni fon dağılımı iletir.

Detaylı Bilgi

VIDEOS

Akıllı BES videolar

NEWS

Akıllı BES News

ARAŞTIRMALAR

AkıllıBES Araştırmalar

TÜRKİYE BİREYSEL EMEKLİLİK EĞİLİMLERİ ARAŞTIRMASI YAYINLANDI.

TÜRKİYE BİREYSEL EMEKLİLİK EĞİLİMLERİ ARAŞTIRMASI YAYINLANDI.

Bu araştırmada Bireysel Emeklilik katılımcılarının karşılaştıkları zorluklar  raporlanmaktadır. Katılımcıların istekleri ve davranışları incelenerek çözüm yolları listelenmektedir. AkıllıBES, bu raporun çıktılarını kullanarak örnek bir model için AR-GE çalışmaları yürütmektedir.
 

Raporu Oku

DESTEKLER

AkıllıBES Destekler

Doktora ve Akademik Araştırma Desteği

Doktora ve Akademik Araştırma Desteği

Teknoloji Araştırma ve Geliştirme Desteği

Teknoloji Araştırma ve Geliştirme Desteği

1512 -Teknogirişim Sermayesi ve 2211-Bilim İnsanı Destekleri

1512 -Teknogirişim Sermayesi ve 2211-Bilim İnsanı Destekleri

Tasarım Geliştirme ve Patent Destekleri

Tasarım Geliştirme ve Patent Destekleri

İTÜ Çekirdek Express

İTÜ Çekirdek Express

Ofis Desteği

Ofis Desteği

Sunucu ve Yapay Zeka geliştirme platform destekleri

Sunucu ve Yapay Zeka geliştirme platform destekleri

Türkiye Yapay Zekâ Inisiyatifi

Türkiye Yapay Zekâ Inisiyatifi