Final Update: the Product and it’s Future

Well, this is it. This summer has been very fulfilling in terms of developing the basic framework for a Virtual CFO. I have created a basic outline for how to go about developing a secure, useful, and intuitive financial advisor. I will be presenting this outline at the Monroe Scholar Research Showcase along with the […]

Update 4: Cyber-security and Final Product

According to, “The assets managed by robo-investment services have risen significantly over the years to an estimated $50 billion. By some accounts, robo-advisors are expected to oversee $2 trillion in assets by 2020.” As we have concluded from earlier data collection in this research project, most users and clients appear to value trust and […]

Update 3: Frameworks for Virtual CFO

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This week’s research and updates center around collection of data around the different functions of financial advisors and around the evaluation of preexisting models for developing virtual CFOs.   When looking at different job descriptions of six different financial advisors, there are some similar notes and duties that permeate throughout the job. I have compiled […]