Tag: Robo Review

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 September 11, 2020

  • Schwab recently released Schwab Plan, a financial planning tool available to all clients for free
  • The Plan is powered by MoneyGuidePro and has garnered buzz due to its institutional quality and sophistication
  • The tool boasts a hypothetical simulations feature, detailed client considerations, and intuitive sliding scales to easily make adjustments
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Posted on August 10, 2020

Overview

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. Although some of the features are not fully available yet like “emergency funds” and “prepare for you debt”, we were excited to take a close look at this new offering. 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 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 9, 2020

Ranked Top 3 for First Time Investors (Summer 2020 Robo Ranking)

Overview

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 $138 million in assets under management and over 34,000 accounts, according to its latest ADV filing. SoFi has also introduced four proprietary ETFs, two of which are included in their SoFi Invest portfolios.  SoFi has recently partnered with two fintech insurance firms to offer homeowners, renters, and auto insurance.  Additionally, SoFi offers its customers a zero-commission, self-directed trading platform.   

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Posted on August 9, 2020

Ranked #1 for Best Robo for Complex Financial Planning Needs (Summer 2020 Robo Ranking)

Overview

With over $172 billion in assets under management, Vanguard’s Personal Advisor Services is the largest direct-to-consumer robo advisor. Vanguard offers a compelling robo with low fees and strong access to live advisors. In our most recent Robo Ranking, Vanguard’s Personal Advisor Services was ranked the Best Robo for Complex Financial Planning Needs.

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