Index
As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.
A
accumulation ETFs 199
annuity 114
Anti-Money Laundering (AML) 37
Application Programming Interface (API) 19
Assets Under Management (AUM) 6
Automated Clearing House (ACH) 21, 144
Automated Customer Account Transfer Service (ACATS) 21
B
B2B Robo-advisors
licensing exemptions 219
Bambu, API Library
reference link 69
basis points (bps) 209
benchmark
portfolio performance, comparing 181-188
Betterment 6
Blackrock 6
broker 21
C
capitalization-weighted ETFs 200
Capital Markets Services (CMS) 218
Central Provident Fund (CPF) 19
classes 58
Colab notebooks
working with 49, 50
Comma Separated Value (CSV) 144
compound interest 114
correlation 90
customer investments
managing, with Robo-advisor platforms 31
Customer...