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Robo-Advisors Financial Advisors Financial Advice Computer Programming Related Questions

How do I create a robo advisor? What is the way to build a financial robo-advisor
and what technology should be used?

How do I make/build a robo-advisor software?

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How can I create a robo advisor app?
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How effective is MarketRobo as a robo-advisor?
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What’s the best robo advisor?
6 Answers
Which robo-advisors offer "outsourced CIO"
solutions?
QuietGrowth, We manage your investments to achieve risk-optimised returns
Answered Sep 23 2018 · Author has 316 answers and 76.8k answer views How can you create a robo-advisor involving the
blockchain technology?
Creating a good robo advice product is a task for a team of experts in financial advice,
investment management and tech product development. If you do not know how to create Features of robo advisors?
a robo adviser, but intend to create one, then it is better you become an expert before you
take a decision to go ahead to create your own robo adviser. Robo advisor hongkong?

The robo advice industry is still nascent. We are still in the early-days of this industry, even
though this industry has been evolving since last 10 years. So, there are ample
opportunities for more innovation and better service.

That said, the entry barrier has increased for new entrants, because the existing robo
advice firms have been able to reach a certain level of product sophistication and brand
awareness. Moreover, robo advice firms should be prepared for the long haul to generate
profits. It is being discussed that a robo advice firm in the US should have at least US$40
billion under management to become cash-flow positive (assuming no further investment
in new product development). So, in every geographical market, only those firms that get
to a considerable scale will have a viable business in the long run. We at QuietGrowth
are very enthusiastic about the future evolution of the industry.

Good luck with your endeavour.

1.1k views · View 2 Upvoters

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Related Questions More Answers Below

What is the way to build a financial robo-advisor and what technology should be used?

How do I make/build a robo-advisor software?

How do robo-advisors work?

How can I create a robo advisor app?

How effective is MarketRobo as a robo-advisor?

Bharat Bhushan, Business Technology Architect for Banking and Financial Markets
Answered Apr 3, 2016

Originally Answered: Where do I start to create a robo-advisor?

Assuming that you have the license from the local regulator and a custodian, you will need
to consider the following:

1. Investment Strategies (Active/ Passive/ Smart Beta) underpinned by relevant

instruments. Define exactly how you are going to measure a prospect/ client's risk
profile, do asset allocation and construct client's portfolio using the instruments
available to you.
 2. Platform. My blog on this topic here should help --> T–3…2…1… Robo-Advisor
Search. In
Has a Launch! foressence,
questions,
youpeople, andtotopics
will need decide on what tech to use, the level Sign In
of  automation you are going to achieve, devOps platform and other enabling
business technology components.

3. Sound strategy to acquire customers. This is a very crowded and competitive

marketplace and just offering lower management fee is a race to the bottom. You
need to think about innovative ways to acquire and engage customers. I have
content on my LinkedIn/SlideShare profile that may give you some ideas. Have a
look here --> http://linkedin.com/in/bharatb

Anything you create need to be able to deliver returns for individual investors. Therefore,
in my view, regardless of regulators position, a Robo platform should think of itself as a
Fiduciary and conduct it's business in such manner.

Hope this helps...

1.4k views

Mansi Singhal, Co-founder, qplum, #mom #runner #entrepreneur #portfolio manager

Updated Sep 9, 2017 · Author has 461 answers and 657k answer views

With qplum, you can!

With qplum, you can use our technology to simplify your operations with portfolio
monitoring, cutting edge financial advice, and provide your clients digital access.

If you are interested in learning more about the robo-advisory industry, some useful
references here:

1- Paper: How does Robo-Investing and Robo-advisors work?

2- 6 features of a great Robo-Advisor

3- Video clips:

I hope this helped! Happy to chat more, just send a private message and we can discuss
more!

Disclaimer: All investments carry risk. This is not a solicitation to buy/sell securities. This is
not an offer of personal financial advice or legal advice. Past results are not indicative of
future performance.
3.8k views · View 25 Upvoters
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Related Questions

What is the way to build a financial robo-advisor and what technology should be used?

How do I make/build a robo-advisor software?

How do robo-advisors work?

How can I create a robo advisor app?

How effective is MarketRobo as a robo-advisor?

What’s the best robo advisor?

Which robo-advisors offer "outsourced CIO" solutions?

How can you create a robo-advisor involving the blockchain technology?

Features of robo advisors?

Robo advisor hongkong?

What is a robo-advisor (2.0)?

What can an in-person Financial Advisor provide that a Robo-Advisor cannot?

Do any robo-advisor startups work with RIAs?

What is a Hybrid Robo-Advisor?

How are US robo advisors doing?

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