Gartner Research

Use Roboadvisor 2.0 for IT Cost Optimization in Wealth Management

Published: 14 July 2016

ID: G00310417

Analyst(s): Chuck Thomas

Summary

Roboadvisors have the potential to decimate margins and disrupt customer relationships in wealth management. Wealth management CIOs can leverage advisor-centric roboadvisor platforms as part of a broader IT cost optimization strategy.

Table Of Contents

Analysis

  • Commit to Radical Actions Based on Tolerance for Disruption
  • Determine the Role of Advisor-Led Algorithmic Investment Management Tools
  • Send a Message of a Positive Future, Not a Digital Invasion
  • Conclusion

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