Automate Your Financial Planning

Robo-advisor changes the way you invest with automated, algorithm-driven financial services to help you grow and manage your money.

Robo Advisor Key Features

Low Fees

Low Fees

Robo Advisors charges lower fees compared to typical financial advisors that charge upward of 1% of assets under management (AUM). Most robo advisors charges as low as 0.25% of your portfolio.

Low Minimum Balances

Low Minimum Balances

You could get started easily with less than $1,000. Some robo advisors has zero minimum balance so you could create account and get started for free.

Financial Goal Planning

Financial Goal Planning

Financial goal setting and planning helps you see the big picture and track your progress towards those goals. Wealthfront has the best goal tracking tools followed by Betterment

Portfolio Rebalancing

Portfolio Rebalancing

Not all robo advisors offer portfolio rebalancing. Rebalancing your investment portfolio periodically improves returns and reduces volatility.

Trending Stories

Sep 21, 2020 - YAHOO ENTERTAINMENT

26 Smartest Ways To Invest Your Money During the Pandemic

Find out how coronavirus might affect these investments.

Sep 21, 2020 - FINEXTRA

Robo-advisor Wealthsimple hires European chief

Wealthsimple has appointed Caroline Murphree as the new CEO Europe.

Sep 19, 2020 - RIABIZ.COM

Chiding [but not naming] Vanguard Group, Larry Fink answers whether BlackRock will compete directly with RIAs: 'We are not a threat' - RIABiz

The BlackRock CEO reverse spun the success of big rivals in retail advice : 'We don't go to the customer like some other asset managers do'

Sep 19, 2020 - RIABIZ.COM

With FutureAdvisor mostly in the past, Larry Fink answers whether BlackRock will compete directly with RIAs: 'We are not a threat' - RIABiz

The BlackRock CEO chided Vanguard, Schwab and Fidelity without naming them: 'We don't go to the customer like some other asset managers do'

Sep 19, 2020 - RIABIZ.COM

Larry Fink pivots BlackRock away from its big three competitors--and FutureAdvisor-- with these reassuring words for RIAs: 'We are not a threat' - RIABiz

Larry Fink pivots BlackRock away from its big three competitors--and FutureAdvisor-- with these reassuring words for RIAs: 'We are not a threat'  RIABiz

Sep 17, 2020 - YAHOO ENTERTAINMENT

Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments

OpenInvest, the leading values-based financial services company, today unveils a new way for registered investment advisors (RIAs) to give investors unparalleled insight into the impact of their investments. OpenInvest's Portfolio Diagnosis, part of the compa…

Sep 17, 2020 - PRNEWSWIRE

Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments

SAN FRANCISCO, Sept. 17, 2020 /PRNewswire/ -- OpenInvest, the leading values-based financial services company, today unveils a new way for registered investment advisors (RIAs) to give investors unparalleled insight into the impact of their investments. OpenI…

Sep 17, 2020 - PLOS.ORG

Robo-investment aversion

In five experiments (N = 3,828), we investigate whether people prefer investment decisions to be made by human investment managers rather than by algorithms (“robos”). In all of the studies we investigate morally controversial companies, as it is plausible th…