The Robo-Advice Solution: Creating a Fully-Integrated Platform

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
13 December 2016

A surging consumer demand, along with the introduction of the Department of Labor’s (DoL) conflict of interest rule, has created a newfound urgency for automated advice platforms. This webinar will examine new trends impacting the shift and explore ways to deliver consistent advice at the asset class, manager, and product level.

Event details

Wealth Management