How to build your own Robo-Advisor?

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Jun 12, 2017 3:52 am

Hi, I am running a financial technology company that spent the last 2-years trying to offer a white-label Robo-Advisor platform for investment advisors and wealth management companies.

It did not work but we learned a lot during this journey. There is a lot of things to consider if a wealth manager wants to enter the Robo-Advisor market.

We wrote an e-book that gives out our insights for wealth managers on how to build a Robo-Advisor.

You can get the book here --> https://taviqinvesting.com/get-robo-advisor-e-book/

I would apprecciate a lot your comments on this. Do you find the topic intetesting? What's your take on the Robo-Advisor services?

Feb 9, 2018 6:37 am

thanks for the tip)