Étiquette : l'avenir de la finance

Robo Advisors are basically automated investment tools that can be set up to automatically invest in different funds and stocks without any human interaction from a wealth manager. Through the ability to enhance analytics and large amounts of data they can monitor the global economy and finance markets to derive insightful advice and investments for their clients. You just have to tell the Robo advisor how much money you want it invested in, what your risk tolerance and strategy are, what sectors you focus on, and then let it run! The only time a human will need to intervene is when it comes to financial planning and private banking that human interaction is crucial. With InvestGlass you can build your robo-advisor in 10 minutes!

Build l'embarquement numérique et les lier à l'outil de rééquilibrage InvestGlass pour produire votre propre robot-conseiller. Le robot vous aidera à générer des bordereaux de transactions à partir de vos modèles de portefeuille. Le rééquilibrage passera au crible les CRM KYC to make sure that you respect each clients’ suitability before you trade