As the wealth management industry transforms and customer needs evolve, competition is getting fierce. Most Roboadvisors like Betterment and Wealthfront now have over 10Bn in assets under management (AUM) and incumbents are either acquiring a roboadvisor (e.g. BlackRock, Northwestern Mutual) or building one from scratch (e.g. Schwab, Vanguard, Morgan Stanley, Merrill Lynch)
In the programs below, you will learn from my own experience building Roboadvisors as a Product Manager, Business Developer and Financial Advisor. Either through a self-paced course or a seminar, you can learn the basics of how to build your own robo-advisor solution in under 90 days.