Difference between revisions of "Digital Wealth Management"
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== Definition == | == Definition == | ||
− | '''Digital Wealth Management''' denotes one of the new [[Fintech]] financial services platforms | + | '''Digital Wealth Management''' denotes one of the new [[Fintech]] financial services platforms (including robo-advisors), that use algorithms based on consumers’ data and risk preferences to provide digital services, including investment and financial advice, directly to consumers. |
+ | |||
+ | Digital wealth management platforms provide services including: | ||
+ | * portfolio selection | ||
+ | * asset allocation | ||
+ | * banking and account aggregation, and | ||
+ | * online risk assessments. | ||
+ | |||
+ | == See Also == | ||
+ | * [[Fintech]] | ||
---- | ---- | ||
[[Category:Fintech]] | [[Category:Fintech]] | ||
[[Category:Products and Markets]] | [[Category:Products and Markets]] |
Latest revision as of 12:55, 16 September 2021
Definition
Digital Wealth Management denotes one of the new Fintech financial services platforms (including robo-advisors), that use algorithms based on consumers’ data and risk preferences to provide digital services, including investment and financial advice, directly to consumers.
Digital wealth management platforms provide services including:
- portfolio selection
- asset allocation
- banking and account aggregation, and
- online risk assessments.