Gartner Research

Enhanced Hybrid Roboadvisor: Meet Wealth Client Segment Needs While Creating a Cyborg Advisor


Wealth management firms are steadily moving from a self-service to a hybrid, roboadvice model, but most still focus on mass affluent investors and their advisors. Wealth management CIOs must enhance their hybrid robocapabilities to support all client segments, as well as the emerging cyborg advisor.

Published: 03 May 2021

ID: G00745549

Analyst(s): Darrin Courtney

Table Of Contents




Gartner Recommended Reading

Note 1: 2020 HNW Client Experience Survey

Note 2: 2020 Gartner Wealth Management Advisor Effectiveness Survey

Notes 3: 2020 Gartner Wealth Management Survey

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