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The digitization of services is clearly occurring in market engagement models, but we believe
it will also be part of the management of financial lives. We are beginning to build out a
marketplace of intelligent algorithms that will be utilized by the industry similarly to how asset
allocations are used today. Developing these insights and automating them will be an emerging
opportunity for the industry.
Pocket technology will change the way people interact with money. Building connected
pocket-sized apps that reach into the corners of financial lives will become more and more
valuable. Utilizing our data set, firms can solve nearly every question a financial consumer has …
while having that data and answer connect to everything else in their financial lives.
Speech recognition apps simplify the way people
engage with their financial lives.
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Recommendations by Client
Retiring this Year
Household 2161| Underperforming Products | $1.58M | 3 days
Here are the most important Recommendations that you should focus on today
Household 3756 | $21.37M | 3 days
Required Minimum Distribution Starting
Household 2161 | $1.58M | 3 days
Significant Increase in Held Away Assets
Household 4098 | -$10.02k | 3 days
Tax Loss Harvesting
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