Difference between revisions of "Digital Wealth Management"
From Open Risk Manual
Wiki admin (talk | contribs) (Created page with "== Definition == '''Digital Wealth Management''' denotes one of the new Fintech financial services platforms, including robo-advisors, that use algorithms based on consume...") |
Wiki admin (talk | contribs) |
||
| Line 1: | Line 1: | ||
== 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.
