Financial Terms Glossary

The most important financial terms - with simple and concise explanations.

Robo-advisor

The term "robo-advisor" is used in the press to describe companies that either offer digital asset management or help investors select investment products using digital rule-based methods. Where this refers to a digital wealth manager that is allowed to rebalance investor portfolios, it can trade using algorithms and automation.

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Financial terms from A-Z

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