Awaiting Robo-for-advisorsto Debut in 2Q 2021

• Hybrid robo-advisory which involves both humanand robo-advisor is now the new normal.
• Investment advisor or planner can utilize iPad or Android tablets to serve clients more efficiently.
• Paperless account opening with digital KYC on the cloud canspeed-up the onboarding process.
• Human advisor initiates buy/sell transactions via tablet then client can confirm them from mobile app or OTP.
• Robo-advisor can help manage and rebalance portfolio automatically. Manual option is still available.