Page 5 - Robo Advisors and Growing Your Wealth

advisor and you’ll be greeted by a team of humans working away at their desks, just like any other workplace.
So where does the ‘robo’ come in?
We use technology where possible to make the investing process easier and more transparent, so you actually understand what’s going on with your money. Instead of lling out a pile of paperwork and waiting weeks to open an account you’re able to do it quickly from the comfort of your home. A secure online portal walks you through the process and people are available to help by phone, chat or email.
We also use technology to develop a portfolio based on your investment goals, timeline, and risk tolerance. Your very own ‘ esh and blood’ registered portfolio manager will review it and you’ll have a call together to go over everything—and ask any questions you might have—before your money is ever put into the market. Integrating technology into the service keeps costs down which allows robo advisors to charge dramatically lower fees to their clients.
There’s a human behind every step and available for anything you might need along the way. We just won’t offer to take you gol ng, but did you really want to hit the links with your advisor anyways?
ROBO ADVISORS AND GROWING YOUR WEALTH
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