For two decades, self-directed platforms competed on price and product. Both are now essentially free. Challengers like Wealthsimple and Robinhood Gold have moved the goalposts, bundling banking, advice, and AI into one low-cost membership and pulling the mass-affluent relationship away from incumbents. Meanwhile, investors face an exploding product shelf and increasingly turn to AI chatbots for questions across every other aspect of their lives.
The winners in this new contest must stop ceding guidance. They must move from being order-entry terminals to becoming partners in how their clients invest, with digital advice and education.
The planning, portfolio intelligence, and AI insights tools that make this possible have historically been gated behind a full service advisory experience. But they are moving inexorably to retail investors’ hands. The opportunity is to connect them into one continuous experience, for self-directed and advisor-assisted clients alike. AI is what makes it scale, but it must be done safely.
Join Expero for a discussion and live demo of how AI-enabled planning and portfolio intelligence work. We’ll talk about how we build it to scale and how user experience design ties it together.
Can't attend live? Register anyway, and we'll send you the on-demand recording after the event.
For two decades, self-directed platforms competed on price and product. Both are now essentially free. Challengers like Wealthsimple and Robinhood Gold have moved the goalposts, bundling banking, advice, and AI into one low-cost membership and pulling the mass-affluent relationship away from incumbents. Meanwhile, investors face an exploding product shelf and increasingly turn to AI chatbots for questions across every other aspect of their lives.
The winners in this new contest must stop ceding guidance. They must move from being order-entry terminals to becoming partners in how their clients invest, with digital advice and education.
The planning, portfolio intelligence, and AI insights tools that make this possible have historically been gated behind a full service advisory experience. But they are moving inexorably to retail investors’ hands. The opportunity is to connect them into one continuous experience, for self-directed and advisor-assisted clients alike. AI is what makes it scale, but it must be done safely.
Join Expero for a discussion and live demo of how AI-enabled planning and portfolio intelligence work. We’ll talk about how we build it to scale and how user experience design ties it together.
Can't attend live? Register anyway, and we'll send you the on-demand recording after the event.