Tag: Robo Ranking

Posted on September 23, 2020

Overview

Morgan Stanley Access Investing is the digitally managed account platform offered by Morgan Stanley. Access Investing stands out immediately for its unique investment themes including  Robotics & AI, Defense & Cybersecurity, Emerging Consumer, Genomics, Diversity, and others.

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Posted on August 11, 2020

Best Robo Advisor for Digital Financial Planning

Winner: Wealthfront
Runner-Up: Personal Capital
Honorable Mention: Schwab

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Posted on August 10, 2020

Ranked #1 for Best Overall Robo (Summer 2020 Robo Ranking)

Ranked #1 for Best Performance at a Low Cost (Summer 2020 Robo Ranking)

Overview

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 $835 million in assets under management.

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Posted on August 10, 2020

Best Robo Advisor For First-Time Investors

  • Winner: Betterment
  • Runner-up: Wealthsimple
  • Honorable Mention: SoFi
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Posted on August 10, 2020

Best Robo Advisor for 2020

  • Winner: SigFig
  • Runner-up: TD Ameritrade
  • Honorable Mention: Fidelity Go
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Posted on August 10, 2020

Best Robo for Complex Financial Planning 2020

Winner: Vanguard Personal Advisor Services
Runner-Up: Personal Capital
Honorable Mentions: Ellevest & Wealthsimple

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