{"id":142,"date":"2015-07-02T10:51:50","date_gmt":"2015-07-02T15:51:50","guid":{"rendered":"http:\/\/rixtrema.com\/blog\/?p=142"},"modified":"2018-03-14T12:58:15","modified_gmt":"2018-03-14T17:58:15","slug":"whos-your-robo","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/whos-your-robo\/","title":{"rendered":"“Who’s Your Robo?”"},"content":{"rendered":"

Bob Clark tells a story about a fouled-up online customer experience, and says that when things go wrong, you need a human\u00a0in the loop to fix them.\u00a0\u00a0So he\u2019s not worried about online advice.<\/p>\n

From there, we get a profile of RiXtrema and its BioniX platform, which allows advisors to set up a branded client portal\u00a0on their website, with an account opening form, a financial planning questionnaire, and a chance to plug in the advisor\u2019s\u00a0approved funds and model portfolios.\u00a0\u00a0The portfolios are rebalanced according to the advisor\u2019s specifications.<\/p>\n

Clients can log on any time they want to see their balances, and explore how different asset mixes will raise or lower their\u00a0investment risk.\u00a0\u00a0Advisors, meanwhile, can stress test portfolios against various financial market scenarios.<\/p>\n

Cost?\u00a0\u00a010 basis\u00a0points to advisors.<\/p>\n

Here is the full story by Bob Clark in the Investment\u00a0Advisor, June\u00a02015:<\/p>\n

http:\/\/www.thinkadvisor.com\/2015\/06\/01\/whos-your-robo<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Bob Clark tells a story about a fouled-up online customer experience, and says that when things go wrong, you need a human\u00a0in the loop to fix them.\u00a0\u00a0So he\u2019s not worried about online advice. From there, we get a profile of RiXtrema and its BioniX platform, which allows advisors to set up a branded client portal\u00a0on… <\/p>\n

<\/div>\n

Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":177,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-142","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2015\/07\/xx-whos-your-robo-ia0615-mi600-resize-600x338.jpg","yoast_head":"\n"Who's Your Robo?"<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/whos-your-robo\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\""Who's Your Robo?"\" \/>\n<meta property=\"og:description\" content=\"Bob Clark tells a story about a fouled-up online customer experience, and says that when things go wrong, you need a human\u00a0in the loop to fix them.\u00a0\u00a0So he\u2019s not worried about online advice. From there, we get a profile of RiXtrema and its BioniX platform, which allows advisors to set up a branded client portal\u00a0on... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/whos-your-robo\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2015-07-02T15:51:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-03-14T17:58:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2015\/07\/xx-whos-your-robo-ia0615-mi600-resize-600x338.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"338\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"1 minute\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=142"}],"version-history":[{"count":2,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/142\/revisions"}],"predecessor-version":[{"id":144,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/142\/revisions\/144"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/177"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}