{"id":30159,"date":"2021-06-15T12:36:51","date_gmt":"2021-06-15T10:36:51","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30159"},"modified":"2026-04-24T12:47:12","modified_gmt":"2026-04-24T10:47:12","slug":"%d0%ba%d0%b0%d0%ba-%d1%81%d0%be%d0%b7%d0%b4%d0%b0%d1%82%d1%8c-%d1%80%d0%be%d0%b1%d0%be%d1%81%d0%be%d0%b2%d0%b5%d1%82%d0%bd%d0%b8%d0%ba%d0%b0-%d1%81-%d0%bd%d1%83%d0%bb%d1%8f","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ru\/how-to-build-a-robo-advisor-from-scratch\/","title":{"rendered":"\u041a\u0430\u043a \u0441\u043e\u0437\u0434\u0430\u0442\u044c \u0440\u043e\u0431\u043e\u0441\u043e\u0432\u0435\u0442\u043d\u0438\u043a\u0430 \u0441 \u043d\u0443\u043b\u044f?"},"content":{"rendered":"<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<div class=\"wp-block-embed__wrapper\"><iframe loading=\"lazy\" title=\"How I Built a Robo-Advisor Website from Scratch ?\" src=\"https:\/\/player.vimeo.com\/video\/563165669?h=8cdd0876d7&amp;dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/figure>\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"4e6bf1f5-1474-40dc-8eea-52e61ee42903\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p data-start=\"0\" data-end=\"1005\" data-is-last-node=\"\" data-is-only-node=\"\">Many <strong data-start=\"5\" data-end=\"27\">financial advisors<\/strong> struggle to attract new clients due to <strong data-start=\"67\" data-end=\"97\">limited time and expertise<\/strong> in developing their own robo-advisor platforms. However, collaborating with established <strong data-start=\"186\" data-end=\"209\">robo-advisory firms<\/strong> can provide a viable solution. For instance, <strong data-start=\"255\" data-end=\"269\">Betterment<\/strong> offers a <strong data-start=\"279\" data-end=\"312\">digital platform for advisors<\/strong>, enabling them to manage client assets with built-in financial advice without developing proprietary systems (<a href=\"https:\/\/en.wikipedia.org\/wiki\/Betterment_%28company%29?utm_source=chatgpt.com\" target=\"_new\" rel=\"noopener\" data-start=\"423\" data-end=\"526\">Betterment &#8211; Wikipedia<\/a>). Similarly, <strong data-start=\"540\" data-end=\"550\">SigFig<\/strong> partners with major financial institutions like <strong data-start=\"599\" data-end=\"622\">Wells Fargo and UBS<\/strong> to provide <strong data-start=\"634\" data-end=\"666\">customer engagement software<\/strong>, allowing advisors to leverage advanced technology for enhanced client services (<a href=\"https:\/\/en.wikipedia.org\/wiki\/SigFig_%28company%29?utm_source=chatgpt.com\" target=\"_new\" rel=\"noopener\" data-start=\"748\" data-end=\"843\">SigFig &#8211; Wikipedia<\/a>). By utilizing such <strong data-start=\"864\" data-end=\"880\">partnerships<\/strong>, financial advisors can expand their <strong data-start=\"918\" data-end=\"933\">client base<\/strong> without the complexities of building their own robo-advisory platforms.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>Many financial advisors are not able to attract new clients because they don\u2019t have the time or expertise to create a <a href=\"https:\/\/www.investglass.com\/how-robo-advisory-tools-are-causing-fee-deflation-and-not-fee-collapse\/\">robo advisor<\/a>.<\/p>\n<p><a href=\"https:\/\/www.investopedia.com\/terms\/r\/roboadvisor-roboadviser.asp\" target=\"_blank\" rel=\"noopener\">fake rolex<\/a><\/p>\n<p>InvestGlass is an online platform that lets you <a href=\"https:\/\/www.investglass.com\/5-things-to-know-before-your-build-your-own-robo-advisor\/\">build your own robo advisor<\/a> in minutes. It\u2019s easy, affordable and respects MIFID and <a href=\"https:\/\/www.investglass.com\/how-to-implement-finsa\/\">FinSA<\/a> regulations. You can embed it into your client portal or public website. <a href=\"https:\/\/www.investglass.com\/7-benefits-of-digital-banking-in-2025\/\">Digital banking<\/a> is made possible with a Swiss Cloud.<\/p>\n<p>InvestGlass is a cloud-based software solution that lets you easily design and deploy a beautiful robo advisor form for your website without any programming knowledge needed. Our smart algorithms will guide investors through the process of choosing their investment goals, risk tolerance and asset allocation, while automatically calculating their expected return based on real market data from multiple exchanges around the world. The result will be displayed as an attractive pie chart with percentages clearly labeled next to each category of assets (stocks, bonds etc.).<\/p>\n<p>This is the perfect first step to build you own <a href=\"https:\/\/www.investglass.com\/setting-up-a-neobank-from-scratch\/\">neobank<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many financial advisors struggle to attract new clients due to limited time and expertise in developing their own robo-advisor platforms. However, collaborating with established robo-advisory firms can provide a viable solution. For instance, Betterment offers a digital platform for advisors, enabling them to manage client assets with built-in financial advice without developing proprietary systems (Betterment [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30160,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[79],"class_list":["post-30159","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-roboadvisor"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Robo Advisor Collaboration for Financial Advisors | InvestGlass<\/title>\n<meta name=\"description\" content=\"Many financial advisors are not able to attract new clients because they don&#039;t have the time or expertise to create a robo advisor.\" \/>\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\/ru\/\u043a\u0430\u043a-\u0441\u043e\u0437\u0434\u0430\u0442\u044c-\u0440\u043e\u0431\u043e\u0441\u043e\u0432\u0435\u0442\u043d\u0438\u043a\u0430-\u0441-\u043d\u0443\u043b\u044f\/\" \/>\n<meta property=\"og:locale\" content=\"ru_RU\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to build a robo advisor from scratch?\" \/>\n<meta property=\"og:description\" content=\"Many financial advisors struggle to attract new clients due to limited time and expertise in developing their own robo-advisor platforms. However,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ru\/\u043a\u0430\u043a-\u0441\u043e\u0437\u0434\u0430\u0442\u044c-\u0440\u043e\u0431\u043e\u0441\u043e\u0432\u0435\u0442\u043d\u0438\u043a\u0430-\u0441-\u043d\u0443\u043b\u044f\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-06-15T10:36:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-24T10:47:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/jgt7cyc56m8.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u041d\u0430\u043f\u0438\u0441\u0430\u043d\u043e \u0430\u0432\u0442\u043e\u0440\u043e\u043c\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u041f\u0440\u0438\u043c\u0435\u0440\u043d\u043e\u0435 \u0432\u0440\u0435\u043c\u044f \u0434\u043b\u044f \u0447\u0442\u0435\u043d\u0438\u044f\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 \u043c\u0438\u043d\u0443\u0442\u044b\" \/>\n<meta property=\"og:video\" content=\"https:\/\/player.vimeo.com\/video\/563165669\" \/>\n<meta property=\"og:video:type\" content=\"text\/html\" \/>\n<meta property=\"og:video:duration\" content=\"2331\" \/>\n<meta property=\"og:video:width\" content=\"1920\" \/>\n<meta property=\"og:video:height\" content=\"1080\" \/>\n<meta property=\"ya:ovs:adult\" content=\"false\" \/>\n<meta property=\"ya:ovs:upload_date\" content=\"2021-06-15T10:36:51+00:00\" \/>\n<meta property=\"ya:ovs:allow_embed\" content=\"true\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Robo Advisor Collaboration for Financial Advisors | InvestGlass","description":"\u041c\u043d\u043e\u0433\u0438\u0435 \u0444\u0438\u043d\u0430\u043d\u0441\u043e\u0432\u044b\u0435 \u043a\u043e\u043d\u0441\u0443\u043b\u044c\u0442\u0430\u043d\u0442\u044b \u043d\u0435 \u043c\u043e\u0433\u0443\u0442 \u043f\u0440\u0438\u0432\u043b\u0435\u0447\u044c \u043d\u043e\u0432\u044b\u0445 \u043a\u043b\u0438\u0435\u043d\u0442\u043e\u0432, \u043f\u043e\u0442\u043e\u043c\u0443 \u0447\u0442\u043e \u0443 \u043d\u0438\u0445 \u043d\u0435\u0442 \u0432\u0440\u0435\u043c\u0435\u043d\u0438 \u0438\u043b\u0438 \u043e\u043f\u044b\u0442\u0430 \u0434\u043b\u044f \u0441\u043e\u0437\u0434\u0430\u043d\u0438\u044f \u0440\u043e\u0431\u043e-\u0441\u043e\u0432\u0435\u0442\u043d\u0438\u043a\u0430.","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\/ru\/\u043a\u0430\u043a-\u0441\u043e\u0437\u0434\u0430\u0442\u044c-\u0440\u043e\u0431\u043e\u0441\u043e\u0432\u0435\u0442\u043d\u0438\u043a\u0430-\u0441-\u043d\u0443\u043b\u044f\/","og_locale":"ru_RU","og_type":"article","og_title":"How to build a robo advisor from scratch?","og_description":"Many financial advisors struggle to attract new clients due to limited time and expertise in developing their own robo-advisor platforms. 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