Please enable JavaScript.
Coggle requires JavaScript to display documents.
Robo advisor - Coggle Diagram
Robo advisor
Business model
Revenue stream
Percentage of return
Passive portfolio
Period?
1 month
quarter
semiannual
1 year
Active trading
Subscription
Customer segment
18 - 64
Investing enthusiasm
Value proposition
An investing approach for those who has limited knowledge/experience
Transparency & accurate financial advisory service
Channels
Online platform
Customers relationship
How to get customers
How to retain customer?
How to grow customers
Partnership
Key resource that we acquire from them?
Key activities they perform
Key activites
What make the business model works?
Cost structure
Most important cost?
Most expensive resources?
Fixed costs?
Variable cost?
Automatic portfolio management
Type
Questionnaire
Risk-lover
Risk-adverse
Risk neutral
Passive trading
VN30 duplicate portfolio
How the platform interact with trading platform?
Active trading
Risk attitude-based portfolio
Real-time portfolio management methodology?