Old school advisory meetings or two hours late lunches are things from the past. Today’s fast passed mobile-driven clients’ lifestyle forces wealth managers to use new technologies.
Markets volatility
With increasing geopolitical instability and with ~ 70 % of markets float executed by robots, market volatility is here to stay.
Price Competitivenes
The new market trend on $ 0 based commissions from market makers and new kids on the block fintech companies, threatens wealth managers’ practice.
Analyzing over + 8,500 US equities
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US Equities Real time Market Intelligence
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Algorithms built based on Active Momentum and Mean Reversal Trading Strategies
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Planned successful ratio
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Key Governance and Compliance regulations observed
DO CLIENTS DREAM WITH ELECTRONIC ADVISORS?
High net worth and high-income clients are increasingly concerned on fees, portfolio performance and access to critical market information.
How Wealth Managers can separate from the Robo-advisors herd?