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Archived from the original on February 8, While similar to a robo-advisor service, where investors sign-up online and have digital access to their investment holdings and performance tracking, BMO SmartFolio differs from its peers in the U. The Applicant intends to initiate an electronic transaction solution for the execution of basis trades on behalf of institutional clients for which the Applicant has developed an automated model the " Model ". BNBI will not regulate participating clients or their conduct, other than as it relates to conduct in respect of the trading on the platform, and will not discipline participating clients other than by exclusion from participation on the platform in accordance with the terms of the PA.
