Best Practice Tips
Distribution through Robo Advisors
We work closely with regulators and leading institutions to understand the latest issues, trends and opportunities. We publish regular pieces on a variety of buy-side topics, and host our own thought-leading discussion forums and round table events.
In this paper, Alpha Baid provides an overview of best practice considerations for implementing a robo-advisor solution. Best practice tips are based on simplified Stradegi frameworks and recent discussions with asset management firms and robo-advisory platform vendors.
Alpha Baid is a Business Consultant at Stradegi Consulting.Â