AI-powered robo-advisors lure billions in assets and thousands of users. For sure, they are here to stay, flaunting personalized insights and automated portfolio management.

Let’s delve into the process of developing your own robo-advisor from scratch. As you finish reading this guide, you'll pick up the essentials needed to create a top-class financial tool that can analyze users' financial situations, provide tailored investment recommendations, and manage portfolios seamlessly.

Find out how to avoid such situations, build a robust knowledge transfer culture, and keep your product documentation comprehensive and clear. Discover the main challenges in transferring knowledge and how to overcome them.

Managing your finances in today's fast-paced world should be as seamless as ordering your morning coffee. This is where Plaid comes into play – a bridge between financial data and the apps your clients love.

Let's journey through the world of Plaid, its history and services, and what makes it a top player in Fintech. Find out how to use its API to boost your Fintech product, convert more customers, and cut costs.