Awaiting Robo-for-advisorsto Debut in 2Q 2021
- Hybrid robo-advisory which involves both humanand robo-advisor is now the new normal.
- Investment advisor or planner can utilize iPad or Android tablets to serve clients more efﬁciently.
- Paperless account opening with digital KYC on the cloud canspeed-up the onboarding process.
- Human advisor initiates buy/sell transactions via tablet then client can conﬁrm them from mobile app or OTP.
- Robo-advisor can help manage and rebalance portfolio automatically. Manual option is still available.