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DALBAR's Robo-advisor Dashboard
From an industry that launched in 2012, reported estimates forecast robo-advisors will attract between two and five trillion dollars in assets under management in the US by 2020. How can firms in the traditional and digital advice spaces effectively position themselves to capitalize on this fast moving opportunity?
The DALBAR client experience dashboard provides an essential overview of the major robo-advisor firms in Canada and the US.
Included in the dashboard view of these firms are:
- Product, account type and service summaries
- Key value differentiators
- Essential service highlights
- Summary of client contact channels
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