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| | Digital wealth managers, also called robo-advisors, emerged after the 2008 crisis as fintechs aimed to simplify and democratize wealth management services with technology-first solutions. And while these robo-advisors changed the wealth management game by offering such services for a lower fee, many players have chosen to maintain a human aspect within their offerings.
In The Hybrid Robo-Advisors Report, Insider Intelligence examines hybrid robo-advisors' operational benefits for incumbents looking to diversify their offerings, and highlights how the pandemic has affected such companies. | In full, this exclusive report: | | |
| 1 | Outlines the benefits of offering a hybrid robo-advisor | | 2 | Explains how the coronavirus pandemic has impacted the sector, and provides recommendations what companies can do to navigate the crisis | | 3 | Details what kind of features a hybrid robo-advisors should have to be competitive, and provides insight about where a service falls on our maturity scale | | 4 | Spotlights four players within the hybrid robo-advisor space and offers insights into their respective | | 5 | Discusses how these four players onboard new clients, manage portfolios, price offerings, and notes key considerations for each of their services |
Get all of these insights and more when you purchase The Hybrid Robo-Advisors Report for $495. | | |
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