Introduction to Robo-Advisors

Welcome to the world of Robo-advisors. My name is Aki Ranin, and I’ll be your guide on this journey into digital investing. I started a Robo-advisor company called Bambu in 2016, and have been working on Robo-advisor solutions ever since. I hope my experiences will be of use to you on your digital wealth journey.

In this very first chapter, I’ll provide an overview of Robo-advisors. We will then understand why they were created, and why people use them. By the end of this chapter, you’ll have a good understanding of why Robo-advisors exist.

Throughout this book, we’ll proceed to tackle the main questions you might have while embarking on your own Robo-advisor project, from the overall strategy to the key capabilities ...

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