A B2B robo-advisor is a digital automated portfolio management platform that is used by financial advisors. 

A B2B robo-advisor is a digital automated portfolio management platform that is used by financial advisors. B2B robo advisory platforms operate in a number of ways including having a customized platform that gels with the operations and needs of the financial institution that adapts it, being built specifically for an existing non-discretionary platform, and partnering with financial advisors that can integrate the B2B robo-advisor into their daily operations. Not all B2B robo-advisors are RIAs which means brokers or advisors that use these platforms will have to execute the trades that the robo-advisor system generates. Blackrock acquired the robo advisor FutureAdvisor in 2015 to act an advisor to its advisors, and also to lease the advisor platform to a wide range of banks, broker-dealers, insurance companies, and other advisory firms. Some financial institutions that recognize the huge potential of robo advisors build their own B2B robo-advisor platforms rather than acquire them.

B2B Robo-Advisor

The designated order turnaround system routes orders for listed securities directly to a specialist on the trading floor, instead of through a broker. 

Decommission of SuperDot: Migration to New Database (SDBK) for NYSE and NYSE Alternext US Securities

Designated order turnaround is an electronic system that increases efficiency by routing orders for listed securities directly to a specialist on the trading floor instead of through a broker. Designated order turnaround is an order routing system formerly used by the New York Stock Exchange (NYSE) in which orders are sent directly to a specialist on the trading floor, thus bypassing the broker. The SDBK order-routing system is a sophisticated computer program that facilitates the transmission of both market and limit orders directly to the trading post, and designated market makers, where a particular security is traded. Most individual investors do not have direct access to the SuperDOT system, however, they indirectly access the system through software or online services offered by brokerage companies that then place the client orders into the SuperDOT. Designated order turnaround is an electronic system that increases efficiency by routing orders for listed securities directly to a specialist on the trading floor instead of through a broker.

Designated Order Turnaround (DOT (SuperDOT))

Robo-advisor tax-loss harvesting is the automated selling of securities in a portfolio to deliberately incur losses to offset any capital gains or taxable income.

IRS Provides Tax Inflation Adjustments for Tax Year 2021

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Robo-Advisor Tax Loss Harvesting For example, an investor that has a capital gain of $15,000 and falls in the highest tax bracket will have to pay 20%, or $3,000, to the government.﻿﻿ But if they sell XYZ security for a loss of $7,000, their net capital gain for tax purposes will be $15,000 – $7,000 = $8,000, which means that they will have to pay only $1,600 in capital gains tax. Robo-advisor tax-loss harvesting is the automated selling of securities in a portfolio to deliberately incur losses to offset any capital gains or taxable income within many robo-advisor platforms. If the investor has a capital gain of $7,000 and a capital loss of $15,000, $7,000 from the capital loss can be used to completely offset the capital gain to $0. For example, Wealthfront, a robo-advisor that offers tax-loss harvesting services, would sell the Vanguard Total Stock Market ETF to harvest a loss and then purchase the Dow Jones Broad U.S. Market ETF.

Robo-Advisor Tax-Loss Harvesting

Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision.

The History of Betterment: Changing an Industry

Robo-Advisors With the Most Assets Under Management

Number of Robo-Advisors Worldwide as of April 2017, by Country

While traditional (human) financial advisors typically charge 1% or more per year of AUM, most robo-advisors charge around just 0.25% per year. Robo-advisors (also spelled robo-adviser or roboadvisor) are digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision. The best robo-advisors offer easy account setup, robust goal planning, account services, portfolio management, security features, attentive customer service, comprehensive education, and low fees. Robo-advisors (roboadvisors, robo-advisers) are digital platforms that provide automated, algorithm-driven investment services with little to no human supervision.

Robo-Advisor

A small order execution system (SOES) is a computer network that automatically executes Nasdaq trades of 1,000 shares or less for individual investors. 

Notice To Members 84-63 Small Order Execution System (SOES)

Securities Market Operations: The Effects of SOES on the Nasdaq Market

The small order execution system (SOES) was a computer network that automatically executed trades in Nasdaq market securities and some Nasdaq small-cap securities. The SOES system was famously exploited in the early 1990s by directing orders to SOES, professional traders could receive higher-priority execution on their orders,
Experts credit SOES with the rise of retail day trading and advancement in the automation of markets. SOES now functions as a computerized linkup of Nasdaq market makers that allows orders of 1,000 shares or less (for some less actively traded shares, the minimums may be 500 or 200 shares) to bypass brokers and receive automatic execution at the best possible price. Harvey Houtkin of All-Tech Direct Inc. became one of the best-known SOES bandits after winning a 1993 federal appeals court case that forced the Securities and Exchange Commission to allow wider access to SOES and publishing the 1998 book _Secrets of the SOES Bandit_. It required market makers to accept SOES orders that matched their advertised bid and ask prices, and allowed individual traders to execute orders for stocks trading at no more than $250 per share.

Automated Investing

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Terms in Automated Investing

B2B Robo-Advisor

Designated Order Turnaround (DOT (SuperDOT))

Robo-Advisor Tax-Loss Harvesting

Robo-Advisor

Small Order Execution System (SOES)