These days it only take a simple touch of a screen or button to fulfill a whole bunch of everyday functions. This might be for simple leisure-related pursuits such as dinner reservations or buying tickets to a sporting event or gig. However, more complex tasks such as wealth management and investing are also becoming fully integrated into this brave new technology digital world.

Whereas once upon a time wealth management was a highly complex activity trusted to experts, the evolution of cutting-edge software has allowed it to become much more accessible, affordable and generally consumer-friendly. This can apply to investors at the introductory stages of accumulating personal wealth as well as those at a more advanced stage.

One of the best things abut automaton is that it also includes a human advice aspect. Software can be used to guide real-life human advisors in creating guidance for consumers. This is much deeper than jut using algorithms. Indeed, so-called goals-based engagement is sophisticated and allows for individually desired investment outcomes and goal values. There is a personal touch that helps a wealth advisor to take heed of infinite market outcomes and life scenarios. Basically, technology combined with human advice means that wealth management is more holistic than ever.