Real-time evaluation: Let AI be your portfolio's personal trainer

Technology is transforming the landscape of portfolio management

clock • 3 min read

Tony Wilkinson explores AI through the lens of portfolio management

In the world of finance, managing investment portfolios bears a striking resemblance to managing one's health. Often, individuals discover their financial ailments when it's too late, mirroring the reluctance many exhibit towards seeking medical help until a condition becomes debilitatingly severe. Just as preventative healthcare emphasises the importance of proactive measures to maintain wellbeing, the realm of investment portfolios benefits immensely from automated health checks, carried out by artificial intelligence (AI). Traditionally, risk management involved laboriously coll...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Altruist 'here for' advisers CEO says with UK wealth market in recovery

Altruist 'here for' advisers CEO says with UK wealth market in recovery

Sell off this week labelled ‘bonkers’

Isabel Baxter
clock 12 February 2026 • 5 min read
The AI advantage in fund selection: Four ways it can support advisers

The AI advantage in fund selection: Four ways it can support advisers

AI agents and the future of fund selection

Patrick Jones
clock 11 February 2026 • 5 min read
FCA urged to provide clearer AI guidance amid review

FCA urged to provide clearer AI guidance amid review

Review to consider impact by 2030 and beyond

Jen Frost
clock 09 February 2026 • 6 min read