Since the technology is readily available and can be developed by R&D, the biggest challenge for the industry is adoption. In order to appeal to clients, any platform must be quickly deployable and have a consistent and reliable track record.
WealthTech Club takeaways
FutureAdvisor’s platform for retirement planning is an evolving and powerful tool that allows clients, both small and large, to automate and holistically manage their accounts. What I liked was the attention to detail and unwillingness to succumb to a less-than-perfect product. FutureAdvisor is truly ready for the future.
Interviewed by Vasyl Soloshchuk, CEO and co-owner at INSART, FinTech & Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune and Startup Robo-advisor and Wealth Management companies in terms of the technology ecosystem.