标签： 未来金融

机器人顾问 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 投资玻璃 you can build your 机器人顾问 in 10 minutes!

Build 数字入职 表格，并将其链接到 InvestGlass 再平衡工具，生成您自己的机器人顾问。该机器人将帮助您根据模型投资组合蓝图生成交易记事本。重新平衡将筛选 客户关系管理 KYC to make sure that you respect each clients’ suitability before you trade