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Wednesday, April 14, 2021

Robo-adviser that helps find other robo-advisers?

A recent Tearsheet article, mentions a new startup whose primary focus will be to help clients find digital investment products while incorporating a robo-advice model into its strategy. One of the interesting features of the company includes an artificial intelligence chat bot which will offer a personalized experience to all its users. The company promises to deliver advice to clients on investment products which will be individually tailored to each client’s needs and specific situation.

However, the article goes on to discuss the drawbacks including the fact that ” it might be a tougher sell for large companies that cater to wealthier customers” and that “digital advice investment recommendation engines that use a robo model haven’t broken ground yet”.

You can read the full article here: 


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