digital advisory services definition

digital advisory services means the provision of advice on investment products using automated, algorithm-based tools which are client-facing, with little or no human adviser interaction in the advisory process;

Split View

AI-Powered Contracts

Draft, Review & Redline at the Speed of AI

Get StartedBook a Demo

digital advisory services means the provision of advice on investment products using automated, algorithm-based tools which are client-facing, with limited or no human adviser interaction in the advisory process3;