Tag: The Robo Report

Posted on August 11, 2021

Best Robo Advisor for Digital Financial Planning

  • Winner: Wealthfront
  • Runner-Up: Personal Capital
  • Honorable Mention: Schwab
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Posted on August 11, 2021

Best Robo for Complex Financial Planning 2021

  • Winner: Vanguard Personal Advisor Services
  • Runner-Up: Personal Capital
  • Honorable Mentions: Ellevest
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Posted on May 24, 2021

  • Not all robos implemented tax-loss harvesting to the same extent. While some realized net losses of over 8% of the account value on the year, others did not realize any losses at all
  • TD Essential Portfolios and Schwab Intelligent Portfolios were top choices for tax-loss harvesting over the year
  • SigFig, UBS, and Citizens were at the bottom of the pack with virtually no net realized losses on the year
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Posted on December 4, 2020

Welcome to the Backend Benchmarking company update. In this email, we share news of our most recent Robo Report, the work our Development team is doing polishing the user interface and fixing bugs, an update on our most recent media appearances, and exciting results from our market research study with Columbia University.

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Posted on October 13, 2020

Welcome to the Backend Benchmarking company update. In this article, we share news of our Research team preparing to write the Q3 Robo Report and testing our application for bugs, our Development team getting closer to the finish line, Backend’s media appearances since the Barron’s feature, and exciting news on a partnership with an Ivy League university professor.

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Posted on August 18, 2020

Welcome to the Backend Benchmarking company update. In this post, we share news of the latest release of our Robo Report and Robo Ranking, our most recent Barron’s feature story (our 4th!), an update from our Development team on their progress, and an exciting analysis of Personal Capital’s acquisition for $1 billion and why it is relevant to Backend.

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