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Robo-Advisors Report 2015

Robo-Advisors 2.0: How Automated Investing is Infiltrating the Wealth Management Industry

Mar. 17, 2015

Our 2015 report on robo-advisors - Now for the first time including robo-advisors of existing wealth managers and robo-technology vendor profiles!

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The disruptive effects of robo-advisors and automated investment services to the traditional wealth management industry are on the rise. While market development was dominated in 2014 by the launch and growth of start-ups, established wealth management providers have started to strike back and are jumping onto the robo-trend bandwagon.

This rigorous and detailed report tells you all you need to know for assessing the strengths and weaknesses of the leading robo-advisors worldwide and the implications of robo-advisors for conventional wealth managers. This 201-page report has identified 19 leading robo-advisors that offer automated investment services such as algorithm-based risk assessment, automated portfolio selection, and automatic portfolio rebalancing. It analyzes in detail the strengths and weaknesses of each one according to 48 criteria under the following four headline topics: Basic data; Business model; Client processes; Features and information available on client interfaces. 

 >>Click here for Table of Contents, Methodology, Executive Summary<< 

At the core of the research is our in-depth study of the publicly available interfaces of each of the 19 robo-advisors, supported by interviews with senior management. Additionally, the report offers a detailed market sizing model of the amount of robo-advisors’ assets under management worldwide, both in 2015 and five years from now, together with a chapter outlining 11 best practices. The report was not commissioned by any vendor or bank and has been conducted completely independently.

The report gives wealth managers, robo-advisors, banks, IT-vendors and consultants answers to the following questions:

  • What is the status of the robo-advisors market and how will it develop over the next five years?

  • What are the features, strengths and weaknesses of the solutions for wealth management offered by the 19 leading robo-advisors worldwide??

  • What are the features, strengths and weaknesses of the robo-advisor solutions offered by 6 existing wealth managers?
     
  • Who are leading vendors for technology used by robo-advisors?
     
  • Which features and functions should robo-advisor solutions have to satisfy the needs of clients? How should robo-advisors improve their offerings?
     
  • What are the implications of the robo-advisor model to traditional wealth managers? How can they counter the threats? How can they benefit?


Main Content:

  • The interfaces and tools that robo-advisors use to enroll clients and how they manage their investments and risk tolerance

  • How existing wealth managers respond to the threats and opportunities presented by robo-advisors
     
  • Robo-Advisor market size and growth on a global scale and by regions (North America, Europe and Asia-Pacific)
  • 19 profiles of robo-advisors (8 in the United States, 6 in Europe and 5 in Asia-Pacific); 6 profiles of existing wealth managers with a robo-advisor/automated service and 6 profiles of technology vendors for robo-advisors/automated services
     
  • Analysis and evaluation of each robo-advisors solution against 48 characteristics; incl. an assessment of a test drive of the robo-advisors and specific learning points for wealth managers
     
  • Analysis of fees of robo-advisors by portfolio size; features of robo-advisors with most disruptive potential; tools to promote enrollment and provision of mobile applications by robo-advisors
     
  • 11 best practices for features such as self-assessment, client enrolment, account aggregation, portfolio performance and test drive
     
  • Leading vendors for technology used by robo-advisors and evaluation of offerings
     
  • Recommendations on how robo-advisors can improve the offerings to win more clients
     
  • Top-ten recommendations for conventional wealth managers to benefit from the opportunities robo-advisors present
     
  • Data appendix with detailed information evaluations about the offerings of 23 robo advisors (spreadsheet) 
     

Analyzed Robo-Advisors: 8 Now!; AssetBuilder; Betterment; FinanceScout 24 (FinanceScout 24 Managed Depot); futureadvisor; LearnVest; MoneyFarm; Money on Toast; Nutmeg; Personal Capital; Quirion; Rebalance IRA; Stockspot; Swissquote ePrivate Banking; True Wealth; Vaamo; Wealthfront; Wealthsimple; WiseBanyan

Analyzed Robo-Advisor/Automated Investment Service by Existing Wealth Managers: BMO InvestorLine, adviceDirect; Fidelity Institutional Wealth Services; Ritholz Wealth Management – Liftoff; Charles Schwab, Schwab Intelligent Portfolios; TD Ameritrade Institutional

Technology Vendors for Robo-Advisors/Automated Services: Advizr; iQuantifi; Jemstep Advisor Pro; Narrative science; Riskalyze; Upside; Yseop
 

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