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How to build your own Robo-Advisor?

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Jun 12, 2017 7:52 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 -->

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 11:37 am

thanks for the tip)

Apr 1, 2019 10:50 pm

This is interesting. We at are essentially trying to do something similar by helping Advisors digitize all of their paper and PDF forms into simple online forms. Eventually allowing any client to go from signing up to account opening with minimal interaction on behalf of the Advisor. The pitch is we help Advisors close more clients, faster, because we eliminate the turn around time with account opening and onboarding paperwork.