Building the Perfect Robo: How Wealth Managers Can Win the Robo Race

Automated advice is one of the biggest trends in retail banking as well as in digital wealth management. Looking at the detailed results of our latest reports on robo-advisors and how the best performing robos convinced in the areas of onboarding, financial planning, portfolio management, client coaching, and client retention & engagement, this flash report presents the ideal robo-advisor, built by cherry picking the best features and content found in each area.