Autonomous Rebalancing Robots for Robo-Advisors: Design & Compliance
Introduction
Robo-advisors disrupted wealth management by automating asset allocation, tax harvesting, and client onboarding. Yet the heartbeat of any digital portfolio service remains timely rebalancing. Manual or semi-automated rebalancing processes can introduce drift, latency, and operational risk. Autonomous rebalancing robots—self-contained services that monitor deviation, generate trade instructions, and execute