How is AI applied to monitor and rebalance portfolios in real time?

Uptiq.ai continuously monitors client portfolios using real-time market and performance data. When significant market shifts or risk imbalances occur, the AI triggers automatic alerts or rebalancing suggestions based on pre-defined parameters. This allows advisors to take timely actions, maintain target allocations, and protect client returns. The result is a proactive wealth management process where portfolios stay aligned with changing market conditions and client objectives—without the lag of manual oversight.