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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. 

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