3A%2F%2Fwww.investopedia.com%2F?w=250 /% Traditional investment advisors and brokerages firms, now more than ever, face increased competition from alternative services in particular, robo advisors. A robo advisor is an online wealth management service that provides an automated portfolio without

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3A%2F%2Fwww.streetinsider.com%2F?w=250 /% Upside helps financial advisors compete against other digital advisors, or robo advisors, by leveraging technology and algorithms to advise, manage, and serve clients who want high quality, personalized investment bring a transformative client

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3A%2F%2Ffinance.yahoo.com%2F?w=250 /% The company’s design-led, advisor-branded platform provides investors with an intuitive investment management experience we can extend the automated advice delivery model in a way that further increases the relevance of the financial advisor.