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The objective of this master’s thesis is to provide a better understanding of the profession of financial advisor. In particular, on the different types of services offered by a financial advisor. How does a counseling session take place with a customer?
Then, this study focuses on software tools used in the context of investment advice. It shows that some aspects of software do not completely satisfy advisors. As a result, a series of enhancements are proposed to improve the tools used in the context of investment advice. Finally, a critical look is made about the possibility of using a robot-advisor instead of a human advisor.

CGP --- IFA --- financial advisor --- digital tool --- robo-advisor --- market financial advisor --- Sciences économiques & de gestion > Finance