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Research Report on leading Robo-Advisors worldwide

Leading Robo-Advisors - Benchmarking the current automated investment landscape and mapping the road ahead

Nov. 09, 2016

Comprehensive, Data-Driven, Rigorous: The Ultimate Report on the status and future of Robo-Advisors


This 163-page report identifies 30 leading 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 39 criteria under the following headline topics: user-friendliness, the quality of the content; contact and interactivity, social media integration and as well mobile accessibility and availability. The global sample includes a selection of 30 leading robo-advisors worldwide with 13 from the US, Canada and Brazil, 14 from eight European countries and three in the Asia-Pacific region and Africa (see below for a complete list).

                            >>  Click here for Report Summary, Table of Contents, Methodology

This report offers a detailed and comprehensive look at leading robo-advisors and automated investment services worldwide and derives highly valuable learning points. It analyzes what is necessary to succeed as a robo-advisor and how traditional financial services firms can react to the ever growing robo-advisor challenge. The results illustrate both weaknesses of the robo model as well as strengths and includes a detailed list of the top ten best practices. In addition, the report offers a strategic forecasts for the future of automated investment advice in 12 areas and provides strategic and practical recommendations for creating robo-advisors that can engage both new and existing clients.

Banks, robo-advisors, wealth and fund  managers, IT vendors and consultants will find answers to the following questions:

  • Which are the best robo-advisors and what features make them outstanding?
  • What are the positive and negative characteristics of the digital presences of the 30 leading global robo-advisors?
  • Which are the best practices for marketing and promotion, website, mobile design, depth and quality of customer service?
  • What products and services does each robo-advisor offer; which is the target group, how does their platform work and what do they charge?
  • Along which criteria do the robo-advisors firms assess prospectiveclients? How detailed are the portfolio recommendations and how well are these presented?
  • How well do the 30 robo-advisors explain their investment methodology and philosophy?
  • What knowledge content do the robo-advisors offer and how high is the quality of this content in terms of focus, updates and presentation?
  • How user-friendly is the website and how cutting edge is the overall digital deployment?
  • How well do available mobile apps and mobile responsive websites support client onboarding, portfolio reporting, fund transfer, individualized messaging?
  • Which robo-advisors offer personal consultations? What does the loyalty program look like?
  • Which are the areas of greatest vulnerability to robo-advisor development? How will regulation affect automated investment advice? 
  • How will the market for automated investment advice develop in Asia?
  • Which challenges do robo-advisors face in respect to future technology deployment?
  • Through which features and processes can robo-advisors improve their platforms?
  • What can traditional financial services firms learn from the leading robo-advisors? How can they take advantage of opportunities posed by the robo advising model and fend-off the threats?

The report provides detailed analysis, data-driven insights and learning points on the 30 leadings robo-advisors worldwide:

  • Benchmarking and ranking of the 30 globally leading robo-advisors based on 39 detailed criteria.

  • In-depth evaluations of the user-friendliness, the quality of the content; contact and interactivity, social media integration and as well as mobile accessibility and availability offered by the robo-advisors

  • A comprehensive profile for each of the thirty robo-advisors with in-depth analysis and firm specific recommendations.

  • Ten best practices of robo-advisors’ digital strategies/capabilities in the areas of client assessment, portfolio recommendations, knowledge content, investor education and innovation.

  • Strategic forecasts for the future of automated investment advice in12 areas such as marketing, client journey, regulation, personal consultations, financial planning, technology deployment, Asian expansion and points of greatest vulnerability.

  • Guide on how a winning robo-advisors’ digital strategy should look and how to implement it.

  • In total over 65 visuals including graphs, screenshots and charts.

  • PLUS: Comprehensive data appendix of 32 pages containing thorough evaluations of each robo-advisor according to a to 39 detailed criteria (spreadsheet)

  • PLUS: Key Insights Deck. An easy-to-understand seven slide presentation that summarizes key findings for quick sharing.

Analyzed Robo-Advisors:

Americas: Alpha Architects, Betterment, BMO SmartFolio, Capital One Investing, Connect Invest, FidelityGo, Honest Dollar, RBC Investor Gateway, Rosecap, Schwab Intelligent Portfolios, Vérios investmentos, Wealthbar, Wealthfront.

Europe: Indexa Capital, Investify, KeyPrivate, Money on Toast, MoneyFarm, NetWealth, Nutmeg, Pritle, Scalable Capital, True Wealth, Vaamo, VZ Vermoegenszentrum, Wealth Horizon, WeSave.

Asia-Pacific/Africa: Mizuho Bank Smart Folio, QuietGrowth, Sygnia


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