Serving Affluent Investors With Robo, UMA Models: Celent
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 April 2017
Tax management is a key area where UMAs, robos overlap
News article details
Securities & Investments, Wealth Management
In the News
Asia-Pacific, EMEA, LATAM, North America