A Framework to Support Your Robo-Advice Propositions

The availability of robo-advice solutions is driving demand for web-based, easy to understand information on the risk and return characteristics of financial planning options.

To support the suitability of robo-advice recommendations, many propositions require robust, scalable and efficient tools that quantify the risk of loss in different investment or retirement scenarios. Without such tools, providers may struggle to provide high-quality robo-advice while meeting compliance requirements.

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