Development of a web-service-agents-based family wealth management system

Gao, Shijia, Xu, Dongming, Wang, Yingfeng and Wang, Huaiqing (2004). Development of a web-service-agents-based family wealth management system. In: N. Romano and P. Wiwagg, Proceedings of the Tenth Americas Conference on Information Systems. Americas Conference on Information Systems 2004 (AMCIS 2004), New York City, NY, (1841-1850). 5-8 August, 2004.


Author Gao, Shijia
Xu, Dongming
Wang, Yingfeng
Wang, Huaiqing
Title of paper Development of a web-service-agents-based family wealth management system
Conference name Americas Conference on Information Systems 2004 (AMCIS 2004)
Conference location New York City, NY
Conference dates 5-8 August, 2004
Proceedings title Proceedings of the Tenth Americas Conference on Information Systems
Place of Publication New York City, NY
Publisher Association for Information Systems
Publication Year 2004
Sub-type Fully published paper
Editor N. Romano
P. Wiwagg
Start page 1841
End page 1850
Total pages 10
Collection year 2004
Language eng
Abstract/Summary The 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, these existing systems lack of flexibility and are hard to be integrated with other organizational information systems, such as CRM systems. In this paper, a novel architecture of Web-service-agents-based FWM systems has been proposed. Multiple intelligent agents are wrapped as Web services and can communicate with each other via Web service protocols. On the one hand, these agents can collaborate with each other and provide comprehensive FWM advices. On the other hand, each service can work independently to achieve its own tasks. A prototype system for supporting financial advice is also presented to demonstrate the advances of the proposed Webservice- agents-based FWM system architecture.
Subjects E1
700101 Application packages
0806 Information Systems
Keyword Web-service agents
Intelligent agent
Web services
Family wealth management
Financial adviser
Q-Index Code E1
Additional Notes Paper number 219

 
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Created: Thu, 23 Aug 2007, 19:36:29 EST