Leading Robo-Advisors - Benchmarking the current automated investment landscape and mapping the road ahead
This 163-page report identifies 30 leading 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 39 criteria under the following headline topics: user-friendliness, the quality of the content; contact and interactivity, social media integration and as well mobile accessibility and availability. The global sample includes a selection of 30 leading robo-advisors worldwide with 13 from the US, Canada and Brazil, 14 from eight European countries and three in the Asia-Pacific region and Africa (see below for a complete list).
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 reactto the ever growing robo-advisor challenge. The results illustrate both weaknesses of the robo model as well as strengths and includes a detailed list of the top ten best practices. In addition, the report offers a strategic forecasts for the future of automated investment advice in 12 areas and provides strategic and practical recommendations for creating robo-advisors that can engage both new and existing clients.
Banks, robo-advisors, wealth and fund managers, IT vendors and consultants will find answers to the following questions:
Which are the best robo-advisors and what features make them outstanding?
What are the positive and negative characteristics of the digital presences of the 30 leading global robo-advisors?
Which are the best practices for marketing and promotion, website, mobile design, depth and quality of customer service?
What products and services does each robo-advisor offer; which is the target group, how does their platform work and what do they charge?
Along which criteria do the robo-advisors firms assess prospectiveclients? How detailed are the portfolio recommendations and how well are these presented?
How well do the 30 robo-advisors explain their investment methodology and philosophy?
What knowledge content do the robo-advisors offer and how high is the quality of this content in terms of focus, updates and presentation?
How user-friendly is the website and how cutting edge is the overall digital deployment?
How well do available mobile apps and mobile responsive websites support client onboarding, portfolio reporting, fund transfer, individualized messaging?
Which robo-advisors offer personal consultations? What does the loyalty program look like?
Which are the areas of greatest vulnerability to robo-advisor development? How will regulation affect automated investment advice?
How will the market for automated investment advice develop in Asia?
Which challenges do robo-advisors face in respect to future technology deployment?
Through which features and processes can robo-advisors improve their platforms?
What can traditional financial services firms learn from the leading robo-advisors? How can they take advantage of opportunities posed by the robo advising model and fend-off the threats?
The report provides detailed analysis, data-driven insights and learning points on the 30 leadings robo-advisors worldwide:
Benchmarking and ranking of the 30 globally leading robo-advisors based on 39 detailed criteria.
In-depth evaluations of the user-friendliness, the quality of the content; contact and interactivity, social media integration and as well as mobile accessibility and availability offered by the robo-advisors
A comprehensive profile for each of the thirty robo-advisors with in-depth analysis and firm specific recommendations.
Ten best practices of robo-advisors’ digital strategies/capabilities in the areas of client assessment, portfolio recommendations, knowledge content, investor education and innovation.
Strategic forecasts for the future of automated investment advice in12 areas such as marketing, client journey, regulation, personal consultations, financial planning, technology deployment, Asian expansion and points of greatest vulnerability.
Guide on how a winning robo-advisors’ digital strategy should look and how to implement it.
In total over 65 visuals including graphs, screenshots and charts.
PLUS: Comprehensive data appendix of 32 pages containing thorough evaluations of each robo-advisor according to a to 39 detailed criteria (spreadsheet)
PLUS: Key Insights Deck. An easy-to-understand seven slide presentation that summarizes key findings for quick sharing.