Financial Technology & Automated Investing

Portfolio managers develop asset management models based on age, income, time to retirement, etc. They then plug your variables into their model to determine your so-called individualized portfolio.

Financial Technology

Financial technology, also known as Fintech, is a rapidly developing industry in which traditional banking, investing, and money management is moving to digital platforms.


Automated Investing

Automated investing is the use of digital platforms to make pre-programmed investing and trading decisions for customers based on algorithms and variables from the user such as age, income, goals, and risk tolerance.