Sentences with phrase «automated advice»

But keep in mind those firms are offering strictly automated advice — no human advice.

A robo advisor is the broad term given to a firm who provides investment management services or automated advice using online or mobile platforms.

The study also revealed which kinds of legal advice they would take from a robot, and at which stage of the process automated advice would be most trusted.

Right now, robo - advisors such as Wealthfront and Betterment are offering up automated advice with no human assistance.

Responding to those preferences, Betterment has adopted a hybrid model of financial advice incorporating both human and automated advice into its offerings.

Interestingly, Bond Street is rolling out an advisory service for those members, much as a robo - adviser (say, Wealthfront or Betterment) would offer automated advice on asset investments.

Brent Beardsley, global head of wealth and asset management at Boston Consulting Group, says more wealth management firms with a wirehouse — or integrated broker — model are looking to increase revenues from advisers by automating advice: «If you look at the big wirehouses, you'll see the role of the adviser has changed now that portfolio management is increasingly being managed centrally.

With Path by Wealthfront you can cut out that middle man and get automated advice tailored to your specific situation, and get up and running with a plan of action in just a few minutes.

It offers a free app available for iPhone, iPad and Android that links your financial accounts and provides lots of data and a bit of automated advice.

Juxtapose these examples with firms who are providing truly innovative, self - service automated advice.

Akerman has automated advice in this area to provide subscribers to the DLC with answers based on the facts of the event, that provides specific guidance on what to do in a specific data breach situation.

These student loan calculators take the pain out of figuring out how to manage your debt and can give you automated advice with a few simple inputs!

Also known as digital financial product advice or automated advice, it can offer convenient, low - cost financial advice, but before you use this service you need to be sure this style of advice will suit your needs.

I still think there is a bit of fear amongst financial advisors and others and that's why I think people are using Robo - advisors for information as opposed to putting their money with a robo just serving up automated advice.

The company was founded in 2009 around a vision of providing a zero - code software platform for innovative lawyers and other professionals to automate advice, documents and processes.