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The new wave in the wealth tech arena, these algorithmic systems automatically create a portfolio based upon current income, risk tolerance, time horizon and other commonly used metrics. Mostly limited to exchange-traded funds (ETF’s) these tools have provided financial advisors a way to combat the rising cost of new client acquisition while offering innovative technologies to their existing client base.  Take a few minutes and review what our Digital Financial Advice Platform Resource Partners have to offer. Please feel free to contact them to get answers to your questions regarding their products or services.

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