Description
Product Category : User Cases
Format : PDF
Accessible, Automated Investment Guidance for All.
Robo-advisors use AI to provide automated financial advice and portfolio management services. These tools cater to a wide range of investors, from individuals with limited wealth to high-net-worth clients, by offering tailored investment strategies at a lower cost than traditional advisory services. AI-powered robo-advisors assess a client’s risk tolerance, financial goals, and investment horizon, then create and manage diversified portfolios that align with those objectives.