Best practice tips

Distribution through Robo Advisors

In this paper, Alpha Baid provides an overview of best practice considerations for implementing a robo-advisor solution.

Considerations covered include: clarifying objectives, defining the user offering, different development options, vendor selection and implementation. Contact us for a more detailed conversation or if you’d like more information on any themes covered.

Alpha Baid is a Business Consultant at Stradegi Consulting

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