Summary: This past year was an explosive one for financial adviser technology.Technology vendors, including competing ones, were announcing full-blown integrations, data aggregation and analytics jumped to the top of advisers' to-do lists, and institution after institution either picked up or announced a robo-adviser platform in the making for its adviser clients.
 Everyone thinks robo-advisers are a business model that firms operate in, but the reality is it is a technology model that applies to existing business models. It is a technology model that lets clients drive the process.”Aaron Klein, chief executive, Riskalyze |
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