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Robo-Advising As A Key Factor Of The Russian Stock Market Development

Table 1:

Characteristic Traditional advising Robo-advising
Relationship manager Client Relationship manager Client
Account opening, closing and maintenance 4 4 1 1
Client due diligence and Know Your Customer process 4 4 2 1
Prospecting and referrals 4 4 2 1
Financial planning and account aggregation 4 5 3 2
Investment policy statement 5 5 3 2
Pre-trade compliance 4 5 2 1
Proposal generation and trade execution 4 4 2 1
Portfolio construction 4 5 2 2
Cash flow and portfolio monitoring 4 4 2 1
Alerts and rebalancing 4 5 2 2
Investment research and pre-trade analytics 4 5 2 2
Advisory 4 4 2 2
Reporting 4 4 2 1
Education 4 3 2 1
Accounting, fees and billing 4 4 2 1
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