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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WHARTON FINANCIAL GROUP CRD Number: 133070Annual Amendment All Sections
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How to fill out digital investment advisors as

01
Gather all relevant financial information such as income, expenses, assets, and liabilities.
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Research various digital investment advisor platforms to find one that fits your needs and goals.
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Create an account on the chosen platform and complete the necessary profile information.
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Answer any risk assessment questionnaires provided by the platform to determine your risk tolerance.
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Set financial goals and preferences for your investment portfolio.
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Who needs digital investment advisors as?

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Individuals who are looking for a hands-off approach to investing and prefer automated investment recommendations.
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Digital investment advisors, also known as robo-advisors, are online platforms that provide automated, algorithm-driven financial planning services with little to no human supervision.
Digital investment advisors are required to be filed by financial institutions, investment firms, and individuals that provide automated investment advice services.
Digital investment advisors can typically be filled out online through the platform or website that offers the service. Users are required to input their financial information and goals to receive automated investment advice.
The purpose of digital investment advisors is to provide accessible and cost-effective investment advice to individuals who may not have the resources to hire a traditional financial advisor.
Information such as financial goals, risk tolerance, investment preferences, and personal financial information must be reported on digital investment advisors.
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