Oct 02, 2017

This report identifies 31 leading pure and hybrid robo-advisors worldwide and subjects their offerings, digital platforms and market positioning to rigorous empirical assessment. It analyzes in detail the strengths and weaknesses of each robo-advisor according to more than 50 criteria under the following headline topics: client onboarding, financial planning, portfolio management, client coaching, client engagement & retention, and best practices. Of the global sample of robo-advisors, 13 are from the US, Canada and Brazil, 15 are from eight European countries, and three are from the Asia-Pacific region and Africa.

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