Roboadvisors & Digital Wealth

Digital wealth management is a theme that has been unfolding since 2008. It involves the application of web, mobile and chat technology to the wealth management and financial planning industry. Most roboadvisors perform the function of risk assessment, data aggregation, asset allocation, trading and monitoring, performance reporting and ongoing client management. A rich ecosystem of B2C and B2B companies has developed, with many targeting the Millennial generation directly and financial advisors through an enterprise sale.

Industry Analyses

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Commentary

Insights