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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Episode 27: Robo Advice - Who Is Making It Work?

Episode 27: Robo Advice - Who Is Making It Work?

Wednesday, July 27, 2016
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The collapse of high profile robo advisor 'SheCapital' highlights the difficulties faced by 'stand-alone' robos. The high costs of acquiring clients is likely to mean most will never make a profit. But enterprise robos are flourishing and proving very successful. These are used by large firms like banks and funds managers to deliver a consistent outcome and experience across large, diversified organisations that already have large customer bases.