# Best Robo-Advisory Software

## How Many Robo-Advisory Software Products Does G2 Track?

**Total Products under this Category:** 22

### Category Stats (Jul 2026)

- **Average Rating:** 4.31/5 The average rating of products in this category, based on all submitted ratings

_Last updated: July 28, 2026_

## How Does G2 Rank Robo-Advisory Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 0+ Authentic Reviews
- 22+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

**Sponsored**

### Leadbeam

Leadbeam is the AI-native operating system for field sales, the only platform purpose-built for sales teams that work on their feet, in their cars, and in front of customers, not at a desk. Used by Block, Mindbody, ClassPass, SumUp, Flipdish, and Sunday to run their global field teams. Leadbeam combines six AI-powered products in a single workflow: Atlas: Territory intelligence with 30M+ businesses mapped and scored on 30+ buying signals so reps know which doors are worth knocking first. Beamly: An AI rep companion that briefs sellers before every visit using context from the CRM, the web, and the team's collective knowledge. Compass: Smart routing that adapts to live business hours, calendars, and traffic so reps never hit a closed door. Pulse: Multimodal voice, image, and text capture that turns 30 seconds of dictation into complete, multi-object CRM records. Studio: A web workspace for managers, RevOps, and sales leaders to plan, coach, and review the field motion in real time. Leadbeam CRM: An AI-native field CRM, built bottom up for those on the move Customer outcomes: 6X more data captured to CRM 5+ hours per week back to every rep (240 hours/year)

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1625&secure%5Bchosen_at%5D=2026-07-28T21%3A29%3A01Z&secure%5Bdisplayable_resource_id%5D=1189&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1354134&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1354134&secure%5Bresource_id%5D=1625&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Frobo-advisory&secure%5Btoken%5D=b1ed8b9580e8f28f94e7073f79c83e4ac24fcd3a210c7484e43f99a12aaf7e59&secure%5Burl%5D=https%3A%2F%2Fwww.leadbeam.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc&secure%5Burl_type%5D=custom_url)

[
AdvisorEngine
](https://www.g2.com/products/advisorengine/reviews)

By [AdvisorEngine](https://www.g2.com/sellers/advisorengine)

[

4.2/5(10)

](https://www.g2.com/products/advisorengine/reviews)

What do users say?

Users consistently praise the user-friendly interface and the ability to customize their experience, which enhances their workflow and client management. Many appreciate the integration of various too

[
Bambu
](https://www.g2.com/products/bambu-bambu/reviews)

By [Bambu](https://www.g2.com/sellers/bambu)

[

5/5(1)

](https://www.g2.com/products/bambu-bambu/reviews)

Product Description

Bambu is a leading global provider of robo-advisory technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth space. It e

[
Jemstep
](https://www.g2.com/products/jemstep/reviews)

By [Invesco](https://www.g2.com/sellers/invesco)

[

5/5(1)

](https://www.g2.com/products/jemstep/reviews)

Product Description

Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for a

[
RobotFX Fluid
](https://www.g2.com/products/robotfx-fluid/reviews)

By [RobotFX](https://www.g2.com/sellers/robotfx)

[

4/5(1)

](https://www.g2.com/products/robotfx-fluid/reviews)

Product Description

RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a los

[
Scalable
](https://www.g2.com/products/scalable/reviews)

By [Scalable Capital](https://www.g2.com/sellers/scalable-capital)

[

3.5/5(1)

](https://www.g2.com/products/scalable/reviews)

Product Description

Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.

[
T-Advisor
](https://www.g2.com/products/t-advisor/reviews)

By [Techrules](https://www.g2.com/sellers/techrules)

[

4.5/5(1)

](https://www.g2.com/products/t-advisor/reviews)

Product Description

T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.

[
VestmarkONE
](https://www.g2.com/products/vestmarkone/reviews)

By [Vestmark](https://www.g2.com/sellers/vestmark)

[

4/5(1)

](https://www.g2.com/products/vestmarkone/reviews)

Product Description

VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sl

[
AI-Advisor
](https://www.g2.com/products/ai-advisor/reviews)

By [AI-Advisors](https://www.g2.com/sellers/ai-advisors)

[

0/5(0)

](https://www.g2.com/products/ai-advisor/reviews)

Product Description

Increase your AI visibility across AI-powered search and Answer Engines like ChatGPT, Perplexity, Gemini, Google AI Overviews, and Claude. Our SaaS platform connects five key components of AI marketi

[
Empirica RoboAdvisor
](https://www.g2.com/products/empirica-roboadvisor/reviews)

By [Empirica](https://www.g2.com/sellers/empirica)

[

0/5(0)

](https://www.g2.com/products/empirica-roboadvisor/reviews)

Product Description

An intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence

[
Investsuite
](https://www.g2.com/products/investsuite/reviews)

By [InvestSuite](https://www.g2.com/sellers/investsuite-e2219245-f02f-402b-9380-9a25585505f2)

[

0/5(0)

](https://www.g2.com/products/investsuite/reviews)

Product Description

Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences.

[
Motif Trading Platform
](https://www.g2.com/products/motif-trading-platform/reviews)

By [Motif](https://www.g2.com/sellers/motif)

[

0/5(0)

](https://www.g2.com/products/motif-trading-platform/reviews)

Product Description

A trading platform that works as hard as you do

[
Nirvana Systems, Inc.
](https://www.g2.com/products/nirvana-systems-inc/reviews)

By [Nirvana Systems](https://www.g2.com/sellers/nirvana-systems)

[

0/5(0)

](https://www.g2.com/products/nirvana-systems-inc/reviews)

Product Description

OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market.

[
Nummularii
](https://www.g2.com/products/nummularii/reviews)

By [nummularii](https://www.g2.com/sellers/nummularii)

[

0/5(0)

](https://www.g2.com/products/nummularii/reviews)

Product Description

Helping personal and private banking business units realize their corporate digital advisory strategy, keeping a personal client relationship through high-end, accessible and personalized tailored inv

[
Ohpen
](https://www.g2.com/products/ohpen/reviews)

By [Ohpen](https://www.g2.com/sellers/ohpen)

[

0/5(0)

](https://www.g2.com/products/ohpen/reviews)

Product Description

Ohpen is a ruthlessly effective cloud-based core-banking engine. It is built for one purpose only: the efficient administration of retail investment and savings accounts.

[
Pintec
](https://www.g2.com/products/pintec/reviews)

By [Pintec](https://www.g2.com/sellers/pintec)

[

0/5(0)

](https://www.g2.com/products/pintec/reviews)

Product Description

PINTEC , is an intelligent financial services technology platform. PINTEC drives new financial product opportunities by expanding access to financial services for consumers, mitigating risk by decreas

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Similar Categories

- [AI Assistants for Financial Services](/categories/ai-assistants-for-financial-services)
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 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets.

Robo-advisory platforms automate portfolio creation based on an input of acceptable risk parameters, income, and other aspects of a client’s investment mandate. These applications can also automate the reinvestment of dividends and tax optimization activities.

Robo-advisory software often integrates with [CRM software](https://www.g2.com/categories/crm) and other [financial services software](https://www.g2.com/categories/financial-services) such as [banking software](https://www.g2.com/categories/banking) and [financial research software](https://www.g2.com/categories/financial-research).

To qualify for inclusion in the Robo-Advisory category, a product must:

- Automate investment portfolio creation
- Issue investment advice based on market data
- Be designed for B2B use

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