robo-advisor

(名詞) 根據預先設定的演算法和原則來提供自動化投資組合管理服務的線上投資工具。亦寫成 robo-adviserroboadvisor
robo-advice (名詞)
robo-advisory (名詞)

引句:
Robo-advisors are advisors like wireless phone company telephone prompts are communications consultants.
—Roger Gershman, “Robo-Advisors Versus Financial Advisors — Which is Best for You?,” Forbes, April 30, 2015

In the space between DIY investing and personal — but expensive — financial advisors sits the robo-advisor, a crop of companies that manage client portfolios via computer algorithms, cutting costs and passing the savings on to investors.
—Arielle O'Shea, “The Best Robo-Advisors,” NerdWallet, March 14, 2016

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