“Rapidly growing WealthTech players are either developing advanced wealth management platforms and intuitive advisory solutions for their partnerships with big banks or using their low-cost structure to directly tap the middle-class population. Although currently at a nascent stage within wealth management, payments firms have strong plans to grow in Asia Pacific, using their e-wallets to […]
Tag: robo advisor
robo advisor
Why Hong Kong based ifundtrust, Your choice of china bond robo advisor? Based in HK, Diverse, Resilient & Dynamic Fintech Hub Over 600 fintech companies & start-ups in the city 8 unicorn companies (valued over US$1bn, e.g. Airwallex, TNG, WeLab) 3 HK based fintech listed in KPMG FinTech 100. Among highest consumer fintech adoption rates […]
COMMON ROBO-ADVISOR FEATURES: Portfolio management Allocate funds to risky & risk-free securities in line with investors’ preferences Monitor economic conditions Re-balance portfolio by adjusting the weights of risky & risk-free securities. Automated Tax-loss harvesting Selling securities at loss for saving on capital gains tax, avoiding taxes on that income. In parallel, investing in similar securities, […]
Good about Robo Advisors Easy entry into the investment world Lower fees & lower learning curve You hold the pace, in control More time to care other matters Independent, no conflict of interests or gamble away your money No plot to charge high fee Good About Human Financial Advisor Real Advisors mediates money issues among […]
Robo-Advisor – Benefits Impartial Advice Low fees 24/7 automation No troublesome procedure! No capital limit! Absolute Free flow of cash For enquires, please call (852) 3892-5812 Or email us : [email protected] #roboadvisor #bond #chinabond #chinesehighyieldbond