{"id":96,"count":3,"description":"Robo Advisors\u00a0<\/a>sont essentiellement des outils d'investissement automatis\u00e9s qui peuvent \u00eatre configur\u00e9s pour investir automatiquement dans diff\u00e9rents fonds et actions sans aucune interaction humaine de la part d'un gestionnaire de patrimoine. Gr\u00e2ce \u00e0 la capacit\u00e9 d'am\u00e9liorer l'analyse et les grandes quantit\u00e9s de donn\u00e9es, ils peuvent surveiller l'\u00e9conomie mondiale et les march\u00e9s financiers afin d'obtenir des conseils et des investissements judicieux pour leurs clients. Il vous suffit d'indiquer au robot-conseiller le montant que vous souhaitez investir, votre tol\u00e9rance au risque et votre strat\u00e9gie, les secteurs que vous privil\u00e9giez, et de le laisser faire ! Le seul moment o\u00f9 un humain devra intervenir, c'est lorsqu'il s'agit de planification financi\u00e8re et de banque priv\u00e9e, o\u00f9 l'interaction humaine est cruciale. Avec\u00a0InvestGlass<\/a>\u00a0vous pouvez construire votre\u00a0robo-advisor<\/a>\u00a0in 10 minutes!\r\n\r\nBuild\u00a0l'embarquement num\u00e9rique<\/a>\u00a0et les lier \u00e0 l'outil de r\u00e9\u00e9quilibrage InvestGlass pour produire votre propre robot-conseiller. Le robot vous aidera \u00e0 g\u00e9n\u00e9rer des bordereaux de transactions \u00e0 partir de vos mod\u00e8les de portefeuille. Le r\u00e9\u00e9quilibrage passera au crible les\u00a0CRM<\/a>\u00a0KYC pour s'assurer que vous respectez l'aptitude de chaque client avant d'effectuer des transactions.\r\n\r\n \r\n\r\n ","link":"https:\/\/www.investglass.com\/fr\/tag\/future-of-finance\/","name":"l'avenir de la finance","slug":"lavenir-de-la-finance","taxonomy":"post_tag","meta":[],"yoast_head":"\nArchives des future of finance | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore articles about future of finance including CRM, automation, and digital transformation with InvestGlass.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/fr\/etiquette\/lavenir-de-la-finance\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"future of finance Archives\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/fr\/etiquette\/lavenir-de-la-finance\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Archives des future of finance | InvestGlass","description":"Explore articles about future of finance including CRM, automation, and digital transformation with InvestGlass.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/fr\/etiquette\/lavenir-de-la-finance\/","og_locale":"fr_FR","og_type":"article","og_title":"future of finance Archives","og_url":"https:\/\/www.investglass.com\/fr\/etiquette\/lavenir-de-la-finance\/","og_site_name":"InvestGlass","twitter_card":"summary_large_image","twitter_site":"@investglass","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"CollectionPage","@id":"https:\/\/www.investglass.com\/tag\/future-of-finance\/","url":"https:\/\/www.investglass.com\/tag\/future-of-finance\/","name":"Archives des future of finance | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"description":"Explore articles about future of finance including CRM, automation, and digital transformation with InvestGlass.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/tag\/future-of-finance\/#breadcrumb"},"inLanguage":"fr-FR"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/tag\/future-of-finance\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"future of finance"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"InvestGlass","description":"Le CRM souverain suisse","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"InvestGlass","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/tag\/future-of-finance\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/tag\/future-of-finance\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.investglass.com\/tag\/future-of-finance\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/fr\/wp-json\/wp\/v2\/tags\/96","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/fr\/wp-json\/wp\/v2\/tags"}],"about":[{"href":"https:\/\/www.investglass.com\/fr\/wp-json\/wp\/v2\/taxonomies\/post_tag"}],"wp:post_type":[{"href":"https:\/\/www.investglass.com\/fr\/wp-json\/wp\/v2\/posts?tags=96"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}