Over the past twenty years, the financial sector has undergone profound transformations primarily due to the technological revolution, particularly with the introduction of technologies that, when applied to the world of finance, have enabled the improvement and efficiency of almost all services in the sector.
Robo-Advisor, the market snapshot
With the advent of automated financial advice or robo-advisors, many benefits were immediately found in terms of cost, simplicity, speed, and geographical presence. Robo-advisors are portfolio management services that automatically provide portfolio allocation with a choice among stocks, bonds, and other investment classes, using algorithms and mathematical and statistical formulas, but without resorting to human personnel to provide this service. Robo-advisors are low-cost tools that can also appeal to investors with modest assets and are often used by digital natives for their investment choices.
The project model
The latest in the Robo-Advisor family, Nalo was launched in the summer of 2017 with the intention of offering its clients tailored management of their life insurance based on their life projects. This model is strongly focused on the “customer experience,” meaning the enjoyment and functionality of the platform’s use by investors. The model is based, among other things, on the ability for savers to follow the portfolio management models adopted by professional investors. However, if you want a better opinion on Nalo, we recommend visiting jepargneenligne.com. Thanks to fintech Nalo, you can choose the investment line that best suits your needs and an exclusive automated and personalized financial advisory service.
