Oct 17, 2018

This report reviews the offerings, digital platforms and market positioning of 20 leading robo-advisors from around the world to rigorous empirical assessment. For the first time, our report incorporates 10 new criteria relating to fiduciary responsibility and client suitability.

These criteria are significant as automation does not exempt robo-advisors from complying with the same regulations as other investment advisors.

In total, the report analyzes in detail the strengths and weaknesses of each robo-advisor according to 40 criteria under the following topics: Onboarding Content, Technical Features, Portfolio Features, Fiduciary Standards and Client Suitability, and Best Practices. Our primary goal was to determine those robo-advisors that do the best job of identifying a client’s risk profile and recommending an appropriate portfolio.

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