1.0 Safe to install
A reputable independent fiduciary service is offered for making investment decisions across all account levels. This service allows you to connect your Schwab, Fidelity, Vanguard, or Interactive Brokers account. It provides cost-effective and transparent fiduciary guidance from an SEC Registered Investment Advisor.
The application facilitates the management of portfolios consisting of individual stocks to enhance performance within specific parameters specified by you, covering investment strategy, portfolio assembly, risk control, and rebalancing schedules. Professional teams handle the investment operations of your portfolios.
Management Fees:
- Large Value: 0.10%
- Large Growth: 0.10%
- Small Value: 0.10%
- Small Growth: 0.10%
- International: 0.10%
- Multi-Alternative: 1.57%
The Robo Advisor offers discretionary investment advisory services where investors entrust the app with managing their assets through a distinct account setup governed by an investment management agreement.
Investment advisory services for separate accounts encompass the identification and evaluation of investment prospects, executing investments, overseeing existing investments, divesting of said investments, and delivering risk management services personalized to each client.
Overview
Robo Advisor is a Freeware software in the category Business developed by Michael Tito.
The latest version of Robo Advisor is 1.0, released on 06/16/2024. It was initially added to our database on 06/16/2024.
Robo Advisor runs on the following operating systems: iOS.
Users of Robo Advisor gave it a rating of 2 out of 5 stars.
Pros
- 1. User-friendly interface, making it easy for beginners to navigate and use the app.
- 2. Offers personalized investment recommendations based on user's risk tolerance, financial goals, and preferences.
- 3. Provides automated portfolio rebalancing and tax-loss harvesting to optimize investment returns.
- 4. Offers low fees compared to traditional financial advisors, making it cost-effective for users.
- 5. Allows users to easily track their investment performance and view detailed reports through the app.
Cons
- 1. Limited customization options for advanced users who prefer more control over their investments.
- 2. Lack of human interaction or personalized financial planning advice, which may be a downside for users seeking a more hands-on approach.
- 3. Reliance on algorithms and data-driven recommendations may not always account for unpredictable market changes or individual circumstances.
- 4. Limited investment options compared to traditional brokerage accounts or financial advisors.
- 5. Users may experience technical glitches or downtime on the app, impacting the ability to manage investments effectively.
Screenshots (Click to view larger)
Related
FundVisualizer - Fund Screener
Mutual fund comparison tool designed for financial advisors seeking to analyze and compare a vast selection of over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), in addition to more than 2,500 indexes.
Index Fund Advisors
The IFA app, developed by Index Fund Advisors, serves as an educational tool for investors. Index Fund Advisors delivers personalized fiduciary wealth services aimed at assisting clients in achieving their long-term financial objectives.
S&P Stocks Ratings & Charts
S&P Stocks Ratings & Charts: Essential Tool for Investors
Stock Market AI by Springbox
Springbox AI: Where Trading Opportunities Meet AI-Powered Algorithms Experience enhanced investment decision-making with Springbox AI's proprietary platform designed to assist you in developing your daily trading plan using live …
TradeTips
Maximize Your Trading Potential with TradeTips
Value Stocks
Unlocking Wealth with Value Stocks by Dynamic EquitiesLatest Reviews
|
Intel(R) Dynamic Tuning Technology
Intel's Dynamic Tuning Technology Optimizes Performance and Efficiency |
|
Native Instruments Una Corda
Native Instruments Una Corda: A Unique Sample Library for Soft Piano Tones |
|
|
Hybrid Mark Knight Expansion
Hybrid Mark Knight Expansion by AIR Music Tech GmbH Review |
|
|
Helper-Equalizer
Helper-Equalizer: Versatile Audio Tool for Custom Sound Tuning |
|
|
Helper-Saturator
Helper-Saturator: A Promising Tool for Saturation Enhancement |
|
|
Ravage Lite
Ravage Lite: A Lightweight Audio Enhancement App |
|
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
|
Microsoft Edge
A New Standard in Web Browsing |
|
Google Chrome
Fast and Versatile Web Browser |
|
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
|
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
|
Microsoft OneDrive
Streamline Your File Management with Microsoft OneDrive |
