By valuefymedia
May
16
2022
0
Robo advisor software automates client portfolio management for registered investment advisers (RIAs), financial brokers, and banks. These software are meant to lower customer acquisition and administrative costs for brokers while also enhancing the ease with which financial professionals may manage their clients' accounts, particularly those with smaller investable assets.
Keywords:
Robo advisor software, wealth management software, robo wealth advisors