Towards Real-Time Personalisable Digital Wealth Advice (Robo-Advisor v2.0)

Authors: Cheung, W.

Publisher: Lattice


Based on our investor behaviour research that confirms personalisation in wealth advice means, beyond risk appetite, ultimately also about investor’s personal preferences, circumstances and market insights; and shows that such inputs can be automatically and scientifically mapped into a tradable portfolio with intrinsic optimality without human intervention (Cheung, 2010a). This lays the foundation for the next-generation, fully digitally personalisable Robo-Advisor 2.0.

Source: Manual