Statements (50)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:financial_technology
automated investment service |
| gptkbp:accessibleBy |
gptkb:mobile_application
gptkb:website |
| gptkbp:allocates |
assets
|
| gptkbp:canBe |
bonds
mutual funds ETFs alternative assets individual stocks |
| gptkbp:charge |
management fees
|
| gptkbp:competitor |
human financial advisors
|
| gptkbp:emergedIn |
2008
|
| gptkbp:example |
gptkb:Wealthfront
gptkb:Betterment gptkb:Ellevest gptkb:Schwab_Intelligent_Portfolios gptkb:Vanguard_Personal_Advisor_Services |
| gptkbp:followedBy |
modern portfolio theory
|
| https://www.w3.org/2000/01/rdf-schema#label |
robo-advisors
|
| gptkbp:improves |
accessibility to investing
|
| gptkbp:offers |
retirement planning
portfolio management financial planning tax-loss harvesting tax-advantaged accounts automatic rebalancing ESG investing options automatic deposits goal-based investing withdrawals |
| gptkbp:popularFor |
gptkb:Asia
gptkb:Europe gptkb:United_States |
| gptkbp:provides |
investment management
|
| gptkbp:reduces |
costs
|
| gptkbp:regulates |
FINRA (in the US)
SEC (in the US) |
| gptkbp:requires |
minimum investment
|
| gptkbp:subject |
regulatory oversight
cybersecurity risks market risks |
| gptkbp:target |
retail investors
institutional investors |
| gptkbp:uses |
gptkb:artificial_intelligence
algorithms risk assessment questionnaires |
| gptkbp:bfsParent |
gptkb:WealthTech
gptkb:FinTech |
| gptkbp:bfsLayer |
5
|