Building an AI-Driven Investment Coach with an Agentic Framework
- Neena Sathi
- Mar 5, 2025
- 1 min read
Updated: Apr 8, 2025

In today’s rapidly evolving financial landscape, investors crave personalized guidance that adapts to their unique goals, risk tolerances, and market conditions. An Agentic framework—a system built around discrete agents, each responsible for specific tasks—offers a powerful way to structure an AI-driven Investment Coach that is flexible, robust, and aligned with wealth management best practices.



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