Tag: Fundraising

Posted on November 29, 2018

Here at Backend Benchmarking, we have been closely following the robo advice industry for over two years.  Our project started by opening accounts at the largest robo advice providers so we could track their performance, trading, and other activities.  Since the project first started, we have grown to track more than 50 accounts across the industry, and have become the only comprehensive provider of performance on different robo advice platforms. Our results are published quarterly in The Robo Report™.  Most recently, we expanded our project to also rate the services, customer experience, financial planning, and other features of the robo advice providers. These qualitative features, combined with performance and other quantitative features, were recently released our first ever Robo Ranking™.  Throughout the process of ranking the robos, we took a deep dive into each platform. While full ranking results can be found at theroboreport.com, recent trends in the robo advice portfolios and digital advice industry can be found below.

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Posted on September 30, 2018

Here at Backend Benchmarking we have been closely following the robo advice industry for over two years.  Our project started by opening accounts at the largest robo advice providers so we could track their performance, trading, and other activities.  Since the project first started, we have grown to track more than 50 accounts across the industry and have become the only comprehensive provider of performance on different robo advice platforms. Our results are published quarterly in The Robo Report™.  Most recently, we expanded our project to also rate the services, customer experience, financial planning, and other features of the robo advice providers. These qualitative features, combined with performance and other quantitative features, were recently released our first ever Robo Ranking™.  Throughout the process of ranking the robos, we took a deep dive into each platform. While full ranking results can be found at theroboreport.com, our thoughts on some of the largest players in the robo advice marketplace can be found below.

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Posted on June 22, 2017

There has been a proliferation of financial technology enhancements in the last several years, one of which has been the creation of robo-advisers. These algorithmic investment tools offered through name-brand investment companies, including Schwab and Vanguard, offer individual investors an automated way to invest with a low fee.

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