Category: Robo-Advisor


personal capital review

Personal Capital Review 2020 – Pros, Cons & Fees

Personal Capital pairs clients who enroll in its robo-advisory service with dedicated financial advisors. This human element distinguishes Personal Capital from most other robo-advisors.

betterment review

Betterment Review 2020

Like other robo-advisors, Betterment relies on a computer model and a team of investment managers to manage client funds. See our full Betterment review.

sofi brokerage trading system investing

SoFi Invest Review 2020 – Free Portfolio Management

SoFi burst onto the wealth management scene with a fee-schedule that competes aggressively with pure robo-advisory firms and a service level that rivals…

betterment everyday review

Betterment Everyday Cash Reserve Review

Betterment Everyday Cash Reserve comes with $1 million of FDIC protection and lets you transfer money to any checking account within 2 business days.

qplum review

QPlum Review – Wealth Management Powered By A.I.

qplum is an online investment advisory firm that combines machine learning and artificial intelligence based portfolios with human advice.

best free money management app

What Is The Best Free Money Management App?

Best Free Money Management App: SoFi has low fees, certified financial planners, and automatic rebalancing.

wealthsimple black review

Wealthsimple Black Review: Get VIP Airline Lounge Access

Wealthsimple Black Review: Wealthsimple is an online investment manager, or robo-advisor. Launched in Canada in 2014, Wealthsimple now serves more than 150,000 customers and boasts $2.5 billion of global assets under management. Wealthsimple Black is Wealthsimple’s offering for investors who

betterment safety net fund review

Betterment Safety Net Fund Review

Betterment Safety Net Fund feature investment portfolios with slightly higher risk than Smart Saver accounts. By accepting more risk, you could possibly earn more money. You also run the risk of losing more money.

betterment smart saver review

Betterment Smart Saver Review

Betterment markets Smart Saver as an alternative to traditional savings accounts. According to Betterment, you can expect to earn north of 2% from your investment. Betterment places your money in short-term bonds, which have performed rather well in recent years.

wealthsimple review

Wealthsimple Review – $10,000 Managed Free for 1 Year!

Wealthsimple is a leading Canadian robo-advisor that also serves customers in the USA. As a leading robo-advisor, it offers automatic rebalancing, tax-loss harvesting, and even socially responsible portfolios.