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New Tech: Robo-Advice, Q2 2019

Forrester's Landscape Overview Of 47 Robo-Advice Providers

May 3, 2019

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Why Read This Report

Banks and investment management firms are exploring automating financial advice as a way to serve the mass affluent consumer segment and boost efficiency and productivity of advisors and relationship managers. This report presents a review of the emerging vendors in the robo-advice space. Financial services firms should use it to understand the capabilities within major market segments and to inform their technology strategies.

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Table of Contents

  • Cost, Scale, And Efficiency Issues Drive Interest In Automated Advice
  • Established Vendors Enrich Tools With Embedded Automation
  • Investors Keep Pouring Money Into Robo-Advice
  • Three Factors Determine Vendor Maturity
  • Robo-Advice Solutions Vary In Comprehensiveness
  • Recommendations

  • Don't Jump On The Robo-Advice Bandwagon Blindly
  • Supplemental Material
  • Related Research Documents

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