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HOME Knowledge Insight Publications Capital Markets & IT - lakyara Capital Markets & IT -lakyara List Capital Markets & IT - lakyara March 2018 How should you implement your digital advice strategy?

How should you implement your digital advice strategy?

Mar. 14, 2018

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Wealth management firms of all types are moving to implement robo-advisor solutions. Conventionally, there are three choices in implementing them: build your own, buy your own, and renting. The best choice requires an honest evaluation of your organization’s goals, capabilities, and weaknesses.

About the Author

  • Jasen Yang

    CEO, Polly Portfolio

    Visiting Fellow, NRI America

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