Robo Advisor 1.0

Robo Advisor 1.0

Michael Tito  ❘ Freeware
iOS
out of 9 votes
Latest Version
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 Equities
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

V VsReport
VsReport by TOBESOFT: A Comprehensive Reporting Tool
CambridgeSoft ChemDraw Pro CambridgeSoft ChemDraw Pro
ChemDraw Pro: The Gold Standard for Chemical Structure Drawing
The T-Pain Effect Bundle The T-Pain Effect Bundle
Transform Your Vocals with The T-Pain Effect Bundle
Jagannatha Hora Jagannatha Hora
Unlock the Secrets of Vedic Astrology with Jagannatha Hora
Z ZTE Driver pour mobile
Effortless Connectivity with ZTE Driver for Mobile
M Mystika 3: Die Rückkehr der Drachen
Mystika 3: Die Rückkehr der Drachen - A Captivating Sequel in a Fantasy Adventure
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft OneDrive Microsoft OneDrive
Streamline Your File Management with Microsoft OneDrive

Latest Updates


Korean Keyboard- Korean Hangul 1.3.4

The Korean Hangul English Keyboard offers a streamlined solution for typing in Korean, simplifying the process for users.

Starlink VPN - Jump Speed 1.0.19

Starlink VPN is a streamlined tool designed for users who prioritize rapid connectivity and ease of use without sacrificing security.

Yle Kielikoulu Yle Språkskolan 1.15.691

The Yle Kielikoulu - Yle Språkskolan application provides access to Yle's programming while supporting the development of Finnish and Swedish language skills, offering insights into Finland's culture and society.

MTG Search (scan deck-builder) 4.3.2

MTG Search provides comprehensive indexing of all Magic: The Gathering cards published since 1993. The platform offers various search functionalities, including textual searches across titles, descriptions, and card types, as well as …

BSBrodnica 6.9.4

The mobile application provides secure and convenient access to your banking account with BS Brodnica. It allows users to efficiently manage their finances using a smartphone or tablet, anytime and anywhere.

giveme2hindi 2.1

Disclaimer: The content hosted within this application is managed by the public and intended for public use. It is important to note that the Giveme2hindi app does not support or tolerate any form of copyright infringement.