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Global Robo-Advisor Benchmarking 2017: Mostly a One-trick Pony - Identifies 31 Leading Pure & Hybrid Robo-Advisors Worldwide - ResearchAndMarkets.com

August 31, 2018

DUBLIN--(BUSINESS WIRE)--Aug 31, 2018--The “Global Robo-Advisor Benchmarking 2017 - Mostly a One-trick Pony” report has been added to ResearchAndMarkets.com’s offering.

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.

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.

In addition, this report includes profiles of seven B2B providers, 20 best practices showing the robos’ most interesting features for all functional areas, and in-depth insights on the market’s trends and developments from the interviews analysts conducted with robo-advisors and industry experts.

Key Topics Covered

1. Executive Summary

2. Ranking

3. Methodology

4. Strategy

5. Summary of Findings

6. Profiles

BMO SmartFolio Bambu Betasmartz Capital One Investing Fintego Ginmon Hedgeable Ignition Wealth Indexa Capital InvestCloud LIQID Magnetis Moneyfarm Nest Wealth NetWealth Nutmeg Personal Capital Polaris Scalable Capital Schwab Intelligent Portfolios Smartly Sygnia True Wealth UBS SmartWealth VZ Finanzportal Vaamo Vanguard Wahed WeSave Wealth Horizon Wealth Simple Wealthbar Wealthfront Betterment Click & Invest

7. Best Practices

For more information about this report visit https://www.researchandmarkets.com/research/ll7rpq/global?w=4

View source version on businesswire.com:https://www.businesswire.com/news/home/20180831005123/en/

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Related Topics:Wealth Management

KEYWORD:

INDUSTRY KEYWORD: TECHNOLOGY SOFTWARE PROFESSIONAL SERVICES BANKING FINANCE

SOURCE: Research and Markets

Copyright Business Wire 2018.

PUB: 08/31/2018 06:44 AM/DISC: 08/31/2018 06:43 AM

http://www.businesswire.com/news/home/20180831005123/en

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