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Key benefits

Explore the use cases, workflow, and features that make up robo-advisors

Learn how to build core robo-advisor capabilities for goals, risk questions, portfolios, and projections

Discover how to operate the automated processes of a built and deployed robo-advisor

Description

Robo-advisors are becoming table stakes for the wealth management industry across all segments, from retail to high-net-worth investors. Robo-advisors enable you to manage your own portfolios and financial institutions to create automated platforms for effective digital wealth management. This book is your hands-on guide to understanding how Robo-advisors work, and how to build one efficiently. The chapters are designed in a way to help you get a comprehensive grasp of what Robo-advisors do and how they are structured with an end-to-end workflow. You’ll begin by learning about the key decisions that influence the building of a Robo-advisor, along with considerations on building and licensing a platform. As you advance, you’ll find out how to build all the core capabilities of a Robo-advisor using Python, including goals, risk questionnaires, portfolios, and projections. The book also shows you how to create orders, as well as open accounts and perform KYC verification for transacting. Finally, you’ll be able to implement capabilities such as performance reporting and rebalancing for operating a Robo-advisor with ease. By the end of this book, you’ll have gained a solid understanding of how Robo-advisors work and be well on your way to building one for yourself or your business.

Who is this book for?

If you are a finance professional or a data professional working in wealth management and are curious about how robo-advisors work, this book is for you. It will be helpful to have a basic understanding of Python and investing concepts. This is a great handbook for developers interested in building their own robo-advisor to manage personal investments or build a platform for their business to operate, as well as for product managers and business leaders in financial services looking to lease, buy, or build a robo-advisor.

What you will learn

Explore what Robo-advisors do and why they exist

Create a workflow to design and build a Robo-advisor from the bottom up

Build and license Robo-advisors using different approaches

Open and fund accounts, complete KYC verification, and manage orders

Build Robo-advisor features for goals, projections, portfolios, and more

Operate a Robo-advisor with P&L, rebalancing, and fee management

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Redeem a companion digital copy on all Print orders

Access this title in our online reader with advanced features

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AI Assistant (beta) to help accelerate your learning

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Om S Mar 12, 2023

"Build your own robo-advisor in Python to manage your investments and get up and running in no time" is an essential guide for anyone who is interested in understanding the core concepts and functionalities of robo-advisors. Written by a team of experts, this book covers everything from the basics of robo-advisors to their implementation using Python programming language.The book begins by providing an overview of robo-advisors and their importance in the wealth management industry. It then covers the key decisions and considerations that one must take into account while building and licensing a platform. The authors provide a detailed explanation of the end-to-end workflow of a robo-advisor and explain how to create a workflow to design and build a robo-advisor from the bottom up.The book also provides hands-on experience in building and licensing robo-advisors using different approaches. The authors provide a step-by-step guide on how to open and fund accounts, complete KYC verification, and manage orders. The book also explains how to build robo-advisor features for goals, projections, portfolios, and more. It provides an insight into how to operate a robo-advisor with P&L, rebalancing, and fee management.One of the highlights of this book is that it is written in a clear and concise language, making it accessible even for beginners. The authors provide real-world examples and use cases to illustrate the concepts, making it easier for readers to grasp the core concepts of robo-advisors.Overall, "Build your own robo-advisor in Python to manage your investments and get up and running in no time" is an excellent book for anyone who is interested in understanding the concepts and implementation of robo-advisors. It is highly recommended for finance professionals or data professionals working in wealth management, product managers, and business leaders in financial services.

Amazon Verified review

Andrei Safronov Apr 22, 2023

I have an experience working in the Digital Investment firm and I was excited to finally see the book dedicated to this topic. Robo-Advisory is a mainstream and very attractive business nowadays. I wish I had read this book when I started my career in this domain!Firstly, the book is written in a very clear and simple language, which makes it great even for non-native English speakers.But in the same time this book provides all-around overview of the Robo-Advisory operations and architecture with a deep level of details and real-life examples.I believe this book could be super useful for both engineers and non-tech professionals, who are involved or just curious about digital investements and robo-advisory, as well as could help and guide juniors in building their own Robo-Advisory app as a pet-project.Author and publishing team did truly great job! I hope to see more books and insights related to the wealth management and robo-advisory's challenges and their future evolution!

Allan Chua Apr 02, 2023

Highly recommended book for people who either:1. Want to invest in Robo-advisors.2. Want to be employed by Robo-advisor companies.3. Want to build your own Robo-advisor for personal use.Aki did a great job of explaining the most critical concepts surrounding the development of a robo advisor (Goal-based investing, risk profiling, portfolio composition, KYC, account funding and order management).The author did a great job of providing working Python code and libraries (plaid, pyhanko, yfinance, pandas_montecarlo, smartystreets) for most features which makes it more valuable for professionals working in the Fintech industry.Great job on the book and I hope to see a 2nd edition of it!

copolayuki Aug 13, 2023

good

I_HATE_THIS Aug 26, 2024

I returned this book immediately after skimming through it for five minutes. With 25 years of coding experience, 20 of which were spent working for banks, financial companies, and related industries, this book felt too basic for me. It seems more suited for someone just starting out or still in school. If you're planning to start a business in the robo-adviser space, this book is definitely not for you. And if it is, then your startup is probably not ready.

Robo-Advisor with Python: A hands-on guide to building and operating your own Robo-advisor

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Robo-Advisor with Python: A hands-on guide to building and operating your own Robo-advisor

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