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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

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Central planning --- History --- France --- Economic policy --- -France --- -FR / France - Frankrijk --- 331.100 --- 330.581 --- Central economic planning --- Centrally planned economy --- Economic planning --- National planning --- State planning --- Planning --- -History --- Economische geschiedenis: algemeenheden. --- Experimenten. Plannen. --- France. Commissariat general du plan --- History. --- -France. Commissariat général du plan --- FR / France - Frankrijk --- Experimenten. Plannen --- Economische geschiedenis: algemeenheden --- France. --- Commissariat général du plan (France) --- CGP --- Centre d'analyse stratégique (France) --- Pʻŭrangsŭ --- Frankrig --- Francja --- Frant︠s︡ii︠a︡ --- Prantsusmaa --- Francia (Republic) --- Tsarfat --- Tsorfat --- Franḳraykh --- Frankreich --- Fa-kuo --- Faguo --- Франция --- French Republic --- République française --- Peurancih --- Frankryk --- Franse Republiek --- Francland --- Frencisc Cynewīse --- فرنسا --- Faransā --- Franza --- Republica Franzesa --- Gallia (Republic) --- Hyãsia --- Phransiya --- Fransa --- Fransa Respublikası --- Franse --- Францыя --- Frantsyi︠a︡ --- Французская Рэспубліка --- Frantsuzskai︠a︡ Rėspublika --- Parancis --- Pransya --- Franis --- Francuska --- Republika Francuska --- Bro-C'hall --- Френска република --- Frenska republika --- França --- República Francesa --- Pransiya --- Republikang Pranses --- Γαλλία --- Gallia --- Γαλλική Δημοκρατία --- Gallikē Dēmokratia --- فرانسه --- Farānsah --- צרפת --- רפובליקה הצרפתית --- Republiḳah ha-Tsarfatit --- פראנקרייך --- 法国 --- 法蘭西共和國 --- Falanxi Gongheguo --- フランス --- Furansu --- フランス共和国 --- Furansu Kyōwakoku --- Francija --- Ranska --- Frankrike --- France (Provisional government, 1944-1946) --- 프랑스 --- Falanxi --- Fa-lan-hsi --- 法蘭西 --- Frankrijk --- Frant︠s︡ --- Франц --- Frant︠s︡ Uls --- Франц Улс --- Central planning - France - History --- France - Economic policy - 20th century - History --- Monnet, Jean (1888-1979) --- France. Commissariat général du plan --- Planification économique --- 1900-1945 --- Politique et gouvernement --- 1944-1958 --- Politique économique --- 1945-....