Tag: Performance

Posted on November 9, 2021

Fidelity Go is a compelling robo advisor that ranks well across multiple categories. It benefits from a track record of strong performance, while also shining in the categories of financial planning and costs. Its website offers a set of tools that make planning accessible to all investors. Fidelity Go’s portfolio is constructed entirely of proprietary Fidelity Flex mutual funds with no expense ratio, which brings the total cost down to be a competitive offering.

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Posted on November 9, 2021

Vanguard Digital Advisor is the new robo advisor offered by the industry-heavyweight, Vanguard. This service is the new digital-only alternative to Vanguard’s popular hybrid-advisor offering, Vanguard Personal Advisor Services. Vanguard for some time now has been the pioneer of low-cost investing, and now it has its own fully-automated robo advisor. 

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Posted on November 9, 2021

SigFig started as an offshoot of Wikinvest, a Wikipedia-style resource for investors.  Launched in 2012 as a free portfolio tracking and investment advisor referral service, SigFig is now one of the original robo advisors still in operation.  Between its platform and strategic partnerships with incumbent institutions such as UBS and Wells Fargo, SigFig has grown to over $1.4 billion in assets under management.

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Posted on November 8, 2021

Originally a consumer lending platform, SoFi has since expanded to offer investment management services.  Although it is significantly smaller than SoFi’s lending platform, SoFi Invest has attracted over $100 million in assets under management.

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Posted on September 15, 2021

SRI or ESG investing remains a hot trend in the investment industry. At Backend Benchmarking, we compare the equity performance of the SRI/ESG options and the standard options at the same robo advisor to analyze their differences. 

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Posted on August 23, 2021

Best Robo Advisor for 2021

● Winner: SoFi Invest
● Runner-up: SigFig
● Honorable Mention: E*Trade

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