#Thread: Services offered by #Robo-advisors
Robo-advisors are gaining popularity among retail investors as they help automate the #investment process, make recommendations, and manage their portfolios.
#Roboadvisor #Autoinvesting #WealthManagement
robo-advisorfinder.com
Robo-advisors are gaining popularity among retail investors as they help automate the #investment process, make recommendations, and manage their portfolios.
#Roboadvisor #Autoinvesting #WealthManagement
robo-advisorfinder.com
Services offered by typical #Robo-advisors:
1/Automatic #risk profiling of clients and #portfolio recommendations
Robo-advisors analyze the answers to their in-house questionnaire and recommend an appropriate portfolio for each #investor.
1/Automatic #risk profiling of clients and #portfolio recommendations
Robo-advisors analyze the answers to their in-house questionnaire and recommend an appropriate portfolio for each #investor.
2/Rebalancing is done automatically.
Following the construction of the client's portfolio, #rebalancing is performed on a regular basis, in which the weights of each asset class are returned to their target #allocation weight percentages.
Following the construction of the client's portfolio, #rebalancing is performed on a regular basis, in which the weights of each asset class are returned to their target #allocation weight percentages.
3/Personal advisor access
4/Portfolio customization: Some #Robo-advisors allow users to make minor adjustments in #portfolio holdings to meet the investor's needs.
4/Portfolio customization: Some #Robo-advisors allow users to make minor adjustments in #portfolio holdings to meet the investor's needs.
5/Tax Efficiency
Robo-advisors work on #tax optimization using techniques such as tax-loss harvesting.
#taxloss
robo-advisorfinder.com
Robo-advisors work on #tax optimization using techniques such as tax-loss harvesting.
#taxloss
robo-advisorfinder.com
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