Difference between revisions of "Digital Wealth Management"

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Revision as of 15:54, 13 May 2017

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.