The concept of “robo-advice”—the use of automation and digital techniques to build and manage portfolios—is attracting attention. Not only does it present an opportunity for wealth management firms to tap into underserved markets and increase advisor productivity, but it also opens up the industry to new competition.
In this Accenture report, we examine the strengths and limitations of robo-advice today, explore various options for leveraging robo-advice capabilities and explain how wealth management firms can successfully integrate robo-advice into their business models.
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