How the workflow can support Financial Ops
Robo-advisory for automatic asset reallocation.
Dscope connects the relevant systems, records workflow progress and transfers cases that require approval, professional expertise or human judgment.
Industry automation scenario
Portfolio Rebalancing
A Dscope automation scenario for Financial Ops: Robo-advisory for automatic asset reallocation. The workflow connects business tools, records actions and transfers cases that require approval or professional judgment.