AI Advisor Copilot: An AWS-Native, Spring Boot Orchestration Layer for Wealth Proposal Generation
DOI:
https://doi.org/10.63282/3050-922X.AECTIC-110Keywords:
Wealth management, AI Copilot, AWS, Spring Boot, microservices, explainability, external account migration, model matching, financial proposalsAbstract
This journal paper presents an AI Advisor Copilot architecture built on Amazon Web Services (AWS) and Spring Boot microservices for large-scale wealth management platforms. Rather than replacing existing engines such as model catalogs, risk scoring, proposal generation, and RTQ services, the Copilot introduces a reasoning and orchestration layer that automates manual, cognitively intensive advisor workflows. The Copilot focuses on external account migration, multi-goal allocation design, and explainable model selection. It integrates Amazon EKS, PI Gateway, RDS, DynamoDB, MSK/SQS, EventBridge, S3, CloudWatch, and Amazon Bedrock to orchestrate enterprise services while keeping the advisor in full control of every recommendation.We describe the architecture, algorithms, workflows, security model, and business impact of this solution, and discuss how it can be adopted incrementally in a real wealth management organization
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