Ellevest is focused on providing robo consultants and investment services for women. The program analyzes the needs of a particular woman and offers the appropriate set of services. Robo consultant takes into account the specific needs of users, according to a special algorithm. Should women use Ellevest or find an alternative? The decision is in their hands.
E * TRADE Core Portfolios is an automated robo consultant service. The project helps to create stand-alone investment portfolios or select pre-made templates from the list. Entry threshold starts at $ 5,000. The service cannot offer tax-loss harvesting, but compensates for this moment with wide functionality.
OpenInvest is an affordable service that provides robo consultant services based on the ethical concepts of users. Each user can create and customize own investment portfolio. The platform provides ample opportunities for passive investment. Service is not the cheapest on the market, but advanced financial management opportunities compensate for this moment.
Blooom is an affordable robo advisor that offers a wide range of functionality and a low fee of $ 10 per month. Work happens with any online recording. An advanced 401 (k) plan helps you make the right investment and get the most out of it. Many processes are fully automated. The disadvantages include the ability to manage limited plans, such as TSP, 457 and 401 (a) / 403 (b).
WiseBanyan is a completely free service for the basic needs of investors. Robo Consultant offers a low deposit limit and a fully automatic distribution and rebalancing of portfolios. However, users need a premium account to open an IRA. The service is very friendly to beginners and offers a step by step guide..