We explored many aspects of this exciting program and focused on how this is different from the traditional set-it and forget-it robo-advice. Take some time to watch as we covered a good amount of ground.
Some of the things that you will learn about:
- What Advisor Crafted and Technology Enhanced actually means
- How this is similar AND different from traditional robo-advice
- Personalized Asset Allocations
- Alternative Asset Exposure
- No-transaction fee portfolios
- Online performance reporting
- Passive and Active Investments