# Best Robo-Advisory Software *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* 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 ## Category Overview **Total Products under this Category:** 21 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 0+ Authentic Reviews - 21+ 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. ## Best Robo-Advisory Software At A Glance ## Top-Rated Products (Ranked by G2 Score) ### 1. [AdvisorEngine](https://www.g2.com/products/advisorengine/reviews) Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business. **Average Rating:** 4.2/5.0 **Total Reviews:** 10 **User Satisfaction Scores:** - **Reporting:** 9.4/10 (Category avg: 9.2/10) - **Pre-Built Connectors:** 7.5/10 (Category avg: 8.2/10) - **Automation:** 10.0/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [AdvisorEngine](https://www.g2.com/sellers/advisorengine) - **Year Founded:** 2014 - **HQ Location:** Raleigh, US - **Twitter:** @advisorengine (1,829 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/advisor-engine/ (74 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Financial Services - **Company Size:** 50% Small-Business, 40% Enterprise ### 2. [Bambu](https://www.g2.com/products/bambu-bambu/reviews) 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 enables businesses to make saving and investing more straightforward and intelligent for their clients. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Reporting:** 10.0/10 (Category avg: 9.2/10) - **Pre-Built Connectors:** 10.0/10 (Category avg: 8.2/10) - **Automation:** 10.0/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Bambu](https://www.g2.com/sellers/bambu) - **Year Founded:** 2016 - **HQ Location:** Singapore, SG - **Twitter:** @bambu_robo (637 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10592713 (12 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 3. [Jemstep](https://www.g2.com/products/jemstep/reviews) 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 and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Reporting:** 10.0/10 (Category avg: 9.2/10) - **Pre-Built Connectors:** 10.0/10 (Category avg: 8.2/10) - **Automation:** 10.0/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Invesco](https://www.g2.com/sellers/invesco) - **HQ Location:** N/A - **Twitter:** @InvescoUS (213,685 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Enterprise ### 4. [RobotFX Fluid](https://www.g2.com/products/robotfx-fluid/reviews) 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 lost trade. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [RobotFX](https://www.g2.com/sellers/robotfx) - **Year Founded:** 2012 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/7803739 (7 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Enterprise ### 5. [Scalable](https://www.g2.com/products/scalable/reviews) Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Seller Details:** - **Seller:** [Scalable Capital](https://www.g2.com/sellers/scalable-capital) - **Year Founded:** 2014 - **HQ Location:** München, DE - **Twitter:** @ScalableCapital (4,816 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/scalable-capital/ (721 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 6. [T-Advisor](https://www.g2.com/products/t-advisor/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Reporting:** 10.0/10 (Category avg: 9.2/10) - **Pre-Built Connectors:** 8.3/10 (Category avg: 8.2/10) - **Automation:** 8.3/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Techrules](https://www.g2.com/sellers/techrules) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 7. [VestmarkONE](https://www.g2.com/products/vestmarkone/reviews) VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **User Satisfaction Scores:** - **Reporting:** 6.7/10 (Category avg: 9.2/10) - **Pre-Built Connectors:** 3.3/10 (Category avg: 8.2/10) - **Automation:** 6.7/10 (Category avg: 9.0/10) **Seller Details:** - **Seller:** [Vestmark](https://www.g2.com/sellers/vestmark) - **Year Founded:** 2001 - **HQ Location:** Wakefield, US - **Twitter:** @Vestmark (744 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vestmark (422 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Enterprise ### 8. [Empirica RoboAdvisor](https://www.g2.com/products/empirica-roboadvisor/reviews) 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 to give advisors unique insights about their clients to lower churn and increase engagement. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space. **Seller Details:** - **Seller:** [Empirica](https://www.g2.com/sellers/empirica) - **Year Founded:** 2010 - **HQ Location:** Wrocław, PL - **LinkedIn® Page:** https://www.linkedin.com/company/2857808 (24 employees on LinkedIn®) ### 9. [Investsuite](https://www.g2.com/products/investsuite/reviews) Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences. **Seller Details:** - **Seller:** [InvestSuite](https://www.g2.com/sellers/investsuite-e2219245-f02f-402b-9380-9a25585505f2) - **Year Founded:** 2018 - **HQ Location:** Leuven - **LinkedIn® Page:** https://www.linkedin.com/company/investsuite/ (51 employees on LinkedIn®) ### 10. [Motif Trading Platform](https://www.g2.com/products/motif-trading-platform/reviews) A trading platform that works as hard as you do **Seller Details:** - **Seller:** [Motif](https://www.g2.com/sellers/motif) - **Year Founded:** 1982 - **HQ Location:** San Mateo, US - **Twitter:** @MotifInvesting (17,331 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/516934 (453 employees on LinkedIn®) ### 11. [Nirvana Systems, Inc.](https://www.g2.com/products/nirvana-systems-inc/reviews) OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market. **Seller Details:** - **Seller:** [Nirvana Systems](https://www.g2.com/sellers/nirvana-systems) - **HQ Location:** Austin, TX - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 12. [Nummularii](https://www.g2.com/products/nummularii/reviews) 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 investment advisory service delivered directly to their smartphones. **Seller Details:** - **Seller:** [nummularii](https://www.g2.com/sellers/nummularii) - **Year Founded:** 2013 - **HQ Location:** Tel Aviv, IL - **LinkedIn® Page:** https://www.linkedin.com/company/10036892 (2 employees on LinkedIn®) ### 13. [Ohpen](https://www.g2.com/products/ohpen/reviews) 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. **Seller Details:** - **Seller:** [Ohpen](https://www.g2.com/sellers/ohpen) - **Year Founded:** 2009 - **HQ Location:** Amsterdam, NL - **Twitter:** @Ohpen (897 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ohpen/ (226 employees on LinkedIn®) ### 14. [Pintec](https://www.g2.com/products/pintec/reviews) 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 decreasing human interference, and breaking down historical financial market barriers. **Seller Details:** - **Seller:** [Pintec](https://www.g2.com/sellers/pintec) - **HQ Location:** N/A - **Twitter:** @pintecgroup (170 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) - **Ownership:** NASDAQ: PT ### 15. [Quantfolio](https://www.g2.com/products/quantfolio/reviews) Quantfolio's Robo Advisor is a white-label solution designed to empower financial institutions to offer self-service and personalized investment advice. By integrating this platform, banks, wealth managers, and fintech companies can efficiently reach a broader customer base, including retail and mass-affluent segments. The solution enhances wealth management processes by automating client onboarding, risk assessments, and investment proposal generation, all while ensuring compliance with regulatory standards. Its modern design allows seamless integration with existing customer interfaces, providing a user-friendly experience that aligns with the institution's brand identity. Additionally, the platform's API-centric structure facilitates easy integration with existing systems and third-party services, creating an efficient technological and operational environment. Key Features and Functionality: - Competitive Advantage: The Robo Advisor can manage a high volume of client portfolios and execute trades efficiently, reducing operational expenses and integrating regulatory updates seamlessly. - Brand Integration: The platform's modern design allows effortless incorporation of the institution's brand identity, ensuring a cohesive and visually appealing user experience. - Regulatory Compliance: Developed with compliance by design, the Robo Advisor ensures that all automated investment advisory processes are transparent, trackable, and continuously adhere to regulatory practices. - API-Centric Structure: The solution's foundational API approach enables seamless integration with existing systems and third-party services, enhancing technological and operational efficiency. - Customizable Advisor Flow: Institutions can tailor the advisor workflow, from client onboarding to investment documentation, adjusting complexity levels to provide personalized advice through advanced risk management and profiling questionnaires. - Automated Documentation: The platform generates investment proposal PDFs automatically, ready for investor confirmation, ensuring smooth integration into the purchasing system. - Insight-Driven Development: Utilizing Deep Alpha APIs, institutions gain insights into investor preferences, saving patterns, demographics, and behavior, allowing for the adjustment of future product offerings. Primary Value and User Solutions: Quantfolio's Robo Advisor addresses the need for scalable, efficient, and compliant investment advisory services. By automating key processes and ensuring regulatory adherence, it enables financial institutions to offer personalized investment advice to a wider audience without significantly increasing operational costs. The platform's customizable and brand-integrated design enhances user engagement, while its API-centric structure ensures seamless integration with existing systems, facilitating a smooth transition to digital advisory services. **Seller Details:** - **Seller:** [Quantfolio AS](https://www.g2.com/sellers/quantfolio-as) - **Year Founded:** 2015 - **HQ Location:** Bergen, NO - **LinkedIn® Page:** https://www.linkedin.com/company/quantfolio/ (19 employees on LinkedIn®) ### 16. [Simplewealth](https://www.g2.com/products/simplewealth/reviews) Simplewealth makes investment easy, with professional automated investment service. **Seller Details:** - **Seller:** [Simplewealth](https://www.g2.com/sellers/simplewealth) - **Year Founded:** 2015 - **HQ Location:** Zurich, CH - **Twitter:** @SimpleWealth (122 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/simplewealth-ag/ (1 employees on LinkedIn®) ### 17. [TradeCopier](https://www.g2.com/products/tradecopier/reviews) Headquartered in Seychelles, T4Trade is a global leader in online trading providing a state-of-the-art trading platform and exceptional trading conditions to both beginners and professionals since 2021. T4Trade has quickly grown to be a leading broker in the online trading industry and is committed to continuously developing its services, simplifying trading and providing innovative solutions so that clients meet their trading goals and trade with the right support and valuable resources. T4Trade provides a wide range of trading instruments on 6 asset classes including forex, shares, futures, indices, commodities and metals. Key features include lightning-fast execution, flexible leverage, fast and easy deposits and withdrawals, spreads starting from as low as 0.0 pips and dedicated customer care 24/5. Traders can trade on the industry leading MT4 platform, WebTrader or on-the-go through the Mobile Trader app and T4Trade Web Trader app. The broker also provides unique educational material including webinars, podcasts and more through the T4Trade Academy to help clients make informed trading decisions. Honesty, transparency, reliability, flexibility, continuous innovation and integrity remain the broker’s core values, as it strives to deliver to its clients the right tools and products to reach their trading goals. T4Trade cultivates a customer-first culture and is dedicated to a user-oriented perspective, combined with solid trading expertise. From round-the-clock support to broad range of services, the broker has built solid foundations for a seamless trading environment for all traders. T4Trade, with registered address of F20, 1st Floor, Eden Plaza, Eden Island, Seychelles, is a trade name of Tradeco Limited. Tradeco Limited, with registration number 8422971-1, is authorised and regulated by the Seychelles Financial Services Authority with licence number SD029. Risk Warning: Our products are traded on margin and carry a high level of risk and it is possible to lose all your capital. These products may not be suitable for everyone and you should ensure that you understand the risks involved. T4Trade does not offer its services to residents of certain jurisdictions such as USA, Iran, Cuba, Sudan, Syria and North Korea. **Seller Details:** - **Seller:** [Tradeco Limited](https://www.g2.com/sellers/tradeco-limited) - **Year Founded:** 2003 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/t4trade (43 employees on LinkedIn®) ### 18. [Tradency RoboX](https://www.g2.com/products/tradency-robox/reviews) Tradency has the biggest pool of trading strategies in the world. They also have a unique algorithm which creates bespoke packages of trading strategies and keeps it constantly updated. Using this database with its unique algorithm for choosing and rebalancing strategies creates the most powerful trading platform for users to benefit from the FX/CFD market. **Seller Details:** - **Seller:** [Tradency](https://www.g2.com/sellers/tradency) - **Year Founded:** 2005 - **HQ Location:** United States - **Twitter:** @Tradency_inc (1,464 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/156182 (12 employees on LinkedIn®) ### 19. [Ways2Wealth](https://www.g2.com/products/ways2wealth/reviews) Ways2Wealth is a proprietary solution which helps investors to build their portfolio with the help of robo advisors. It provides building the portfolio for free. **Seller Details:** - **Seller:** [Ways2Wealth](https://www.g2.com/sellers/ways2wealth) - **HQ Location:** Zürich, CH - **Twitter:** @Ways2Wealthcom (3,321 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/ways2wealth (1 employees on LinkedIn®) ### 20. [WeAdvise](https://www.g2.com/products/weadvise/reviews) B2B white-label robo advisory is an integrate solution for digital and hybrid business models. **Seller Details:** - **Seller:** [WeAdvise AG](https://www.g2.com/sellers/weadvise-ag) - **Year Founded:** 2018 - **HQ Location:** Cham, CH - **Twitter:** @WeAdvise_AG (65 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/etops-ag (165 employees on LinkedIn®) ### 21. [WealthFy](https://www.g2.com/products/wealthfy/reviews) Valuefy is a global pioneer in cutting edge investment technology. We help enable smarter, data driven decisions at every stage of the investment lifecycle. **Seller Details:** - **Seller:** [Valuefy Solutions](https://www.g2.com/sellers/valuefy-solutions) - **Year Founded:** 2010 - **HQ Location:** London, GB - **Twitter:** @Valuefy (151 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/valuefy (184 employees on LinkedIn®) ## Parent Category [Financial Services Software](https://www.g2.com/categories/financial-services)