Robo-Advisory Market Trends: AI Client Engagement, Tax...

blog ekledi Oyun

2026-02-16 10:11:38

Robo-Advisory Market Trends: AI Client Engagement, Tax Optimization, and Personalized Portfolios

The Robo-advisory refers to digitally delivered investment advisory and portfolio management services that use algorithms, data models, and automated workflows to build, manage, and rebalance investment portfolios for clients. These platforms typically collect investor goals and risk preferences through digital onboarding, recommend diversified portfolios using ETFs, mutual funds, or model...

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