Keeping up with the Future

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Provided by: Bambu Software
Topic: Software
Format: PDF

The pace of technology has meant a rapid evolution in the wealth management space. Although the first robo-advisor was launched only 12 years ago, it has quickly gained traction with the modern consumer, who now sees it as a staple wealth management offering.

Explore the considerations for Wealth Managers and RIAs looking to make the leap and find out why Robo-advisory is a wealth management staple.

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