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What are the terms that are used commonly to describe your service?
We manage the investments of clients with the aim of achieving risk-optimised returns over the long term. We create a Managed Discretionary Account (MDA) for the client. The 'general financial advice' and 'personal financial advice' that we provide — as part of our MDA service — are in the form of digital advice.
The terms that are commonly used to describe our service are:
- robo advice
- MDA robo advice
- digital advice
- digital wealth management (DWM)
- digital investment management
- automated investment management
- online investment adviser
- digital investment advisor
- digital financial advisor
- online financial advisor
- online wealth manager
- online discretionary investment manager (ODIM)
- digital discretionary investment management
- algorithm-driven investment management
- algorithmic advisor
Moreover, due to the mode of communication with our clients, the following terms are used to describe us:
- digital-only roboadvisor
- digital-only roboadvisory
Note: We are not a hybrid robo advisor.
Due to the nature of ownership of our firm, the following terms are used to describe us:
- independently-owned robo advisor. This is in the context that no investment product issuer (such as an ETF issuer), bank or financial institution has controlling ownership in our firm.
- standalone robo advisor
Note: We are not an incumbent robo advisor.
Also read the answers to the related questions:
- What is the difference between robo advice, digital advice, and automated advice?
- What is the difference between robo advice and robo investing?
- Is QuietGrowth a digital-only roboadviser or a hybrid roboadviser?
- Is QuietGrowth a do-it-yourself (DIY) service or a do-it-for-me (DIFM) service?
- Is QuietGrowth an independent robo adviser?
- Is QuietGrowth a standalone robo adviser?
Additionally, you can consider to read the following knowledge resources: