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Flash Report (2016/3)

How robo-advisors become truly personal

Mar. 07, 2016

Many robo-advisors of the first generation offer relatively simplistic, cookie-cutter-style platforms to channel and support clients’ investment decisions. However, one of the keys to success in this area is the ability to truly understand and cater to the deep needs and passions of a client base that is highly heterogeneous and diverse. This flash presents two examples of an ever-growing market that is disrupting the way people build, monitor, and rebalance investment portfolios.

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