Robo Advisor 1.0

Michael Tito – Freeware – iOS
out of 9 votes

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)

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Latest Version
1.0

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