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

Aug 02, 2020 - THEPENNYHOARDER.COM

Dear Penny: I Have $10K Saved. Should I Invest It in Gold?

Dear K., When I think of “good, safe options” for investing, I’m afraid “pour life’s savings into gold” doesn’t make my list. You admit that you have no knowledge in this area. Successful investors will tell you not to invest in anything you don’t understand.…

Aug 02, 2020 - MILLIONDOLLARJOURNEY.COM

Calculating Your Adjusted Cost Base (ACB)

If you’ve invested in a non-registered portfolio you’ve likely come across the tax-preparation question: How to calculate your adjusted cost base (ACB).  It’s certainly a pain in the portfolio, and can be tedious and complicated at times. But it’s a necessary…

Aug 01, 2020 - SEEKING ALPHA

CaixaBank's (CAIXY) CEO Gonzalo Gortázar on Q2 2020 Results - Earnings Call Transcript

CaixaBank, S.A (OTCPK:CAIXY) Q2 2020 Earnings Conference Call July 31, 2020 5:30 AM ET Company Participants Edward O'Loghlen – Director-Investor Relations Gonzalo Gortázar – Chief Executive Officer Javier Pano – Chief Financial Officer Conference Call Partici…

Aug 01, 2020 - SEEKING ALPHA

CaixaBank's (CAIXY) CEO Gonzalo Gortázar on Q2 2020 Results - Earnings Call Transcript

CaixaBank, S.A (OTCPK:CAIXY) Q2 2020 Earnings Conference Call July 31, 2020 5:30 AM ET Company Participants Edward O'Loghlen – Director-Investor Relations Gonzalo Gortázar – Chief Executive Officer Javier Pano – Chief Financial Officer Conference Call Partici…

Jul 31, 2020 - BIGGERPOCKETS.COM

12 Things to Give Up to Become Debt-Free This Year

It’s hard to get ahead in life if you’re paying 24% interest on credit card debt. Or, for that matter, 10% interest on personal loans or student loan debt. View the full article: 12 Things to Give Up to Become Debt-Free This Year on The BiggerPockets Blog | R…

Jul 31, 2020 - MARKETWATCH

This innovation could do for investing what Napster and the iPod did for music — and financial services may never be the same

If mutual funds are like mix tapes and exchange-traded funds are like the deejay machines that made an appearance in mall record stores for a few years, a financial-services innovation called direct indexing is Spotify or Pandora: personal, technological, dis…

Jul 31, 2020 - SEEKING ALPHA

5 Fintech Items We're Watching: Wirecard's Collapse, nCino's IPO, QR Codes And More

Manole Capital exclusively focuses on the FINTECH space. We discuss 5 specific items that we're watching.

Jul 31, 2020 - MILLIONDOLLARJOURNEY.COM

Simple Tax Review: File Your Canadian Tax Return for Free

Who likes doing taxes, raise your hand. If you enjoy doing taxes you are likely an accountant, or you are one of a very select group who enjoys anything to do with numbers. Most of us would put completing our tax returns on the same level as going to the dent…