Navigating the world of investing is much like steering a ship through uncharted waters. Insights from a seasoned CEO and a dynamic Director of Marketing anchor the discussion, bringing a depth of knowledge that’s indispensable. Beginning with a shift to trust in data-driven decisions and concluding with the democratization of investment opportunities, this article distills eight transformative perspectives from top industry leaders.

  • Trust in Data-Driven Decisions
  • Focus on Personalized Client Strategies
  • Shift to Technology Over Instincts
  • Embrace Long-Term Strategy
  • Realize Importance of Diversification
  • Lessen the Need for Manual Management
  • Adopt a Proactive Investment Approach
  • Democratize Investment Opportunities

Trust in Data-Driven Decisions

Using an automated-wealth-management platform has shifted my perspective by emphasizing the power of data and precision in investing. Instead of relying on emotions or market sentiment, I’ve come to trust in algorithmic decisions that are backed by real-time analytics.

As the Tech Lead of SpeedBot, I see firsthand how automation and AI can not only enhance portfolio performance but also offer a more strategic, disciplined approach to trading. This shift has made me more confident in long-term, data-driven investment strategies.

Tushar ChhabhaiyaTushar Chhabhaiya
CTO & Head of Technology, SpeedBot


Focus on Personalized Client Strategies

Using automated wealth management has allowed us at RVW Wealth to focus more on developing personalized strategies for our clients, rather than getting bogged down in mundane tasks. It has really shifted our mindset from number-crunching to relationship-building, which aligns perfectly with our commitment to transparency and tailored financial solutions for the $1.2 billion in assets we manage.

Jonathan GerberJonathan Gerber
President, RVW Wealth


Shift to Technology Over Instincts

As a CPA and software engineer, automated wealth management has allowed me to use my skills optimally. I spent years poring over financial reports and tweaking Excel spreadsheets to optimize client returns. Now, advanced algorithms handle the number-crunching, freeing me to focus on high-level strategy and client relationships.

The biggest mindset shift has been trusting in technology over my own instincts. As an entrepreneur, relinquishing control is difficult. However, the data shows automated platforms far surpass human capabilities. I’ve learned to channel my skills into developing the models and algorithms, rather than actively managing the investment process.

For clients, automated wealth management means lower fees and personalized portfolios customized to their needs. Algorithms rebalance portfolios daily to maximize returns based on individual situations and goals. This tech was once only available to large institutions but now benefits investors of all levels.

Automation has revolutionized my business. It’s given me the gift of time to provide value-added services and the confidence of innovative, data-driven strategies. Clients get lower fees, better returns, and custom portfolios. Automation has been a win-win for both my firm and our clients.

Russell RosarioRussell Rosario
Owner, Russell Rosario


Embrace Long-Term Strategy

Using an automated wealth-management platform has shifted my mindset from active day-to-day involvement to focusing on long-term strategy. Platforms like Betterment have simplified portfolio management by automating diversification and risk adjustments, allowing me to focus on running Edumentors while my investments are managed efficiently.

The biggest change has been realizing the importance of consistent, automated contributions over emotional market monitoring. It has made investing less stressful and more effective, especially for long-term growth, without needing constant oversight. Automation has given me more control with less effort.

Tornike AsatianiTornike Asatiani
CEO, Edumentors


Realize Importance of Diversification

Using an automated wealth-management platform has completely changed my perspective on investing. Before, I used to focus solely on traditional real estate investments such as buying and selling properties. However, since incorporating an automated wealth-management platform into my investment strategy, I have realized the importance of diversification.

With the help of an automated platform, I am now able to invest in various asset classes, such as stocks, bonds, and even cryptocurrency. This shift in mindset has allowed me to not only generate more income but also mitigate risks associated with relying solely on one type of investment.

For example, earlier this year when the real estate market experienced a downturn due to the pandemic, my traditional real estate investments took a hit. However, my investments in stocks and bonds through the automated platform helped cushion the impact on my overall portfolio.

Darcy TurnerDarcy Turner
Acquisition Manager, Investor Home Buyers


Lessen the Need for Manual Management

Using an automated wealth-management platform has completely changed my perspective on investing. The convenience and efficiency of these platforms have allowed me to focus more on my clients and their needs, rather than spending time managing investments manually.

One major shift in mindset that I have experienced is the importance of diversification. With an automated wealth-management platform, I am able to easily spread out my investments across different asset classes, such as stocks, bonds, and real estate. This not only helps mitigate risk but also allows for potential growth in multiple areas.

For example, I had a client who was solely invested in residential properties for rental income. However, with the help of an automated wealth-management platform, I was able to diversify their investments into a mix of stocks and real estate investment trusts (REITs). This not only provided them with stable rental income but also allowed for potential growth in the stock market.

Zach ShepardZach Shepard
Principal, Braddock Investment Group Inc


Adopt a Proactive Investment Approach

Using an automated wealth-management platform has completely changed my perspective on investing. The biggest shift in mindset I have experienced is the move from a reactive approach to a proactive one. Before using an automated platform, I would only invest when I had excess funds or when there was a major market shift. However, with the help of technology and algorithms, I now have access to real-time data and personalized investment strategies that allow me to make informed decisions regularly.

For example, I used to solely focus on traditional investments, such as property purchases or rental properties. But now, with an automated platform, I can diversify my portfolio by investing in stocks and other financial instruments that I may not have considered before. This has also shifted my mindset from a short-term gain mentality to a long-term wealth-building approach.

With the aid of automation, I can set and track financial goals, invest in a disciplined manner, and ultimately build a stronger and more sustainable financial future for myself.

Adam NewAdam New
Principal Owner, The Cash Offer Company


Democratize Investment Opportunities

I’ve seen my investment perspective change due to the rise of automated-wealth-management platforms, or robo-advisors. These tools democratize investment opportunities, giving access to portfolio management to a broader range of individuals who previously could not participate. This shift not only influences individual investors but also affects affiliate-marketing strategies within our industry.

Michael KazulaMichael Kazula
Director of Marketing, Olavivo