Top Robo-Advisory Platforms in Singapore

Top Robo-Advisory Platforms in Singapore

Robo-advisors: A Brief history

Formerly rare, now trending: Robo-advisors now feature broad adoption within many Investment Management holdings.

Multiple traditional brokers now offer available online advice subsidiaries, including Vanguard, Charles Schwab, Fidelity, or E-Trade. Independent firms like Betterment, Wealthfront just joined in.

Such firms now deliver financial advice catered to public needs, billing minimal management charges over consultations which were formerly accessible to exclusive upper-end clients: offerings including tailored asset allocation, instant rebalancing, or tax-loss collection.

Suppose you seek to jump upon this rising bandwagon, an initial move is considering what virtual advisor fits your needs best.

Featuring a heavily competitive industry, containing choices which span between full automation — robo-advisors fulfilling all real functions  of such positions — or hybrids that mix IT algorithms along human financial advisors supplementing.

For further details, rules, ponder the following demands:

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Management charges

Robo-advisors usually bill some yearly management charges arising from calculations of some proportion of the investment sums.

When firm charges total to 0.25% every annum, one foots $25 for the $10,000 balance. Each dollar one submits for bills are certain balances excluding sums gained from investment profits.

Virtual Advisor management charges span over zero — with special mention of: Axos Invest or Charles Schwab Intelligent Portfolios —reaching 1%, despite the increased common charge being 0.25% to 0.50%.

Certain advisors, including Wealthfront or SigFig, oversee some portions of your investments without charges. Suppose one holds just a minor sum for investment, one could consider investing here. Robo-advisors widely exclude billing account termination charges; hence one could usually shift one’s investments upon one’s balance allowing one to obtain lower charges elsewhere.

 

Stashway Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

StashAway

Specialty

Invest your savings to build your wealth faster. Investing, with precision and personalization. You will get your own portfolio with a strategy designed just for you. That means a mix of equities, bonds, and cash that reflects your profile, not someone else’s. They personalize portfolios, bring precision, protection to investment.

Services: Investments, Flexible deposits, Flexible withdrawals, Open multiple portfolios, intelligent risk management

Pricing

Request a quotation: [email protected]

Website

https://www.stashaway.sg/

Address

105 Cecil St, #14-01 The Octagon, Singapore 069534

Telephone

+65-6958 1052

Opening hours

9 am to 6 pm

Review 1

I’ve been with stashaway for 20mths and I’ve to say returns have been pretty decent. How good? Lets talk figures here…. I invested exactly SGD60k (started with 5k, increased it over 20mths by tranches of 5k in diff risk profiles to the current 60k), I’m sitting on slightly over SGD71.5K now… Good or bad? You do the math… I’m not affiliated to stash in any way fyi. Of course there were times like in Q1 2020 where US Market crashed; where significant loses was incurred, however from my untrained investment eyes, stashaway has always recovered quickly and delivered more than other robo-investment platforms. Of course as an individual, do your due diligence and spread the risk within the platform… afterall rule 101 in investment is diversify.

Money movement is reasonable but there have been instances it takes forever, even monies from SRS account, When queried, their response has been prompt and I’m very satisfied with their answers. Instills confidence honestly and as a testimonial, I’ll continue to invest tranches of 5k every time I feel their financial performance improves significantly.

Review 2

Been with stashaway for a few months now, and haven’t lost money yet. Not a significant amount of return on a couple of portfolios, but at least capital isn’t eroded on them. One portfolio (plan for retirement) showing decent returns. Let’s see what happens in the long run. A couple of frustrating things about the software, but otherwise pretty straightforward. For anyone who doesn’t have the time to micro manage their investments, this is worth a shot.

Review 3

Nice folks to invest with. Friendly staff and investment opportunities, I like their approach with their new Simple product. Money is held in a trust accounts with the banks as the custodian for the trusts so you money is safer.

The training academy they offer is pretty cool. Some basic to advanced things covered but really good to make sure you have a good base understanding of your investment options, with or without Stashaway. So I appreciate that. Thanks!

 


Syfe Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

Syfe

Specialty

Syfe is a digital wealth manager built for investors who expect more – greater transparency, smarter portfolios, and better returns. They help you realize the potential of long-term investing so you can achieve your financial goals. The Core portfolios comprises stock, bond, gold ETFs providing global diversification and better risk-adjusted returns.

Services: Digital wealth management, smart portfolios, long-term investing, stocks, bonds

Pricing

Request a quotation: [email protected]

Website

https://www.syfe.com/

Address

10th Floor, UIC Building, 5 Shenton Way, Singapore 068808

Telephone

+65-3138-1215

Opening hours

24/7

Review 1

Easy to use and great place to start your investing journey!

Review 2

I invest my money using Syfe, you should try it as well. Use my referralcode: SRPRF6JQ9. Learn more at syfe.com! Easy way to keep your money growing! Use the referral to help you and help me. Enjoy!

Review 3

I have tried others Robo-Advisors, and I quite like Syfe. It’s simple, fast, professional, and fees are really attractive. The application and the website are good but there is room for improvements. Would be great to have a « Green » portfolio to invest in sustainable business, but this is personal. I will definitely recommend Syfe. Congratulations for your great work and keep it up.

 


Endow Us Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

Endowus

Specialty

They build systems that allow people to take ownership of their financial wellbeing. Their investment office is led by Samuel Rhee, former CEO & CIO of Morgan Stanley Investment Management in Asia. They bring together decades of experience at leading global financial, institutions, including Goldman Sachs, Morgan Stanley, UBS, Grab.

Services: Evidence-based investing, asset allocation, unit trusts, General Investing, Cash Smart

Pricing

Request a quotation: [email protected]

Website

https://endowus.com/

Address

146B Neil Road Singapore, Singapore 088875

Telephone

+65-3138 9167

Opening hours

9 am to 6 pm

Review 1

Attended one of their webinars and truly insightful. Will definitely think about signing up an account with them!

Review 2

Positive: Professionalism, Quality, Value

Review 3

Positive: Professionalism, Value

 


Kristal.AI Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

Kristal.AI

Specialty

Kristal.AI is a global, digital-first private wealth platform for comprehensive, no-frills wealth management solutions for sophisticated high net worth and first-time investors. Powered by an unparalleled combination of advanced algorithms and investment professionals, they focus on providing personalized products and unbiased advice. They actively embrace change to helm investing forefronts.

Services: Private wealth platform, Wealth management, Advanced algorithms, Investment professionals, Fintech

Pricing

Request a quotation: [email protected]

Website

https://kristal.ai/

Address

50-03, AXA Tower, 8 Shenton Way Singapore, Singapore 068811

Telephone

+65- 8511 9486

Opening hours

9.30 am to 6 pm

Review 1

After having tried many platforms out there, I can safely say this is the best platform/app for investments. Easy to use. App and website rocks! Love it!

Review 2

a robo advisor that lets you choose from a range of stock ETFs, bonds, commodities, cash treasuries and can also generate a portfolio for you. Has their own auto-rebalanced portfolio but i do not have enough funds for minimum investment. There is a whatsapp live support chat for Singaporean customers. Would be good if it can implement an API to track prices during market hours until the actual closing price, instead of only showing previous day’s closing price.

Review 3

The best fun manager out there. Straight forward, but at the same time they provide access to an incredible array of investment options and strategies. App is simple and useful also.. Its investing for the 21 st century unlike most other fund managers.

 

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Autowealth Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

AutoWealth

Specialty

The old ways of investing are riddled with overly complicated terms, high fees, and are often exclusive. Meanwhile, not all of us have the time and expertise to manage our own funds. They believe there had to be a better way for investors. Their proprietary investment strategy allows waiving fees.

Services: Portfolio investment, portfolio allocation, diversification, returns yield, digital investing platform

Pricing

Request a quotation: [email protected]

Website

https://www.autowealth.sg/

Address

21 Heng Mui Keng Terrace, The Hangar, iCube Building #01-01, National University of Singapore, Singapore 119613

Telephone

+65-6777 7249

Opening hours

10 am to 6 pm

 


Dollardex Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

dollarDex

Specialty

dollarDEX was founded in 1999, with the aim of offering affordable investing for everyone. You incur zero fees when you invest with us and can choose from a wide variety of funds on our platform. They are 100% fully owned, direct to consumer platform of Aviva, a global insurance company.

Services: Investment portfolio, wealth accumulation, risk tolerance, risk profile, projected returns

Pricing

 Request a quotation: [email protected]

Website

https://www.dollardex.com/

Address

4 Shenton Way #01-01 SGX Centre 2 Singapore 068807

Telephone

+65- 6220 7890

Opening hours

9 am to 5.30 pm

 


Ara minterest Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

Minterest

Specialty

The Minterest Group is a digital financial services solutions provider to international clients and global investors. It was founded on the belief that everyone can gain access to financial and investment solutions that meet their individual requirements and objectives. They focus on providing quality, diversified investment opportunities to their investors.

Services: Debt investment opportunities, due diligence, risk-adjusted returns, Easy Diversification, Transparent & Low Fees

Pricing

Request a quotation: [email protected]

Website

https://minterest.sg/

Address

1 Raffles Boulevard, Level 2 Crescent 1, Suntec City Singapore, Singapore 039593

Telephone

+65- 6386 8623

Opening hours

9 am to 6 pm

Review 1

I was looking around for an online investment platform and I found Minterest. The platform is comprehensive for newbies and easy to sign up. Interesting that we can gain access to institutional grade investments and can start investing from just $50 too!

Review 2

Minterest website is so convenient and easy for me to sign up and complete member verification form in 5 minutes. I can invest easy and quick because Minterest has an auto invest feature which allows the system to automatically deploy my funds based on my investment preferences and criteria. I’m surprise that i can view deals easily on the platform and making my investment anytime anywhere. Besides, Minterest allows us to gain access to institutional-grade investments in real estate and corporate investments from $50 so anyone can start invest!

Review 3

I chance upon Minterest did a read up and find it good! It allows investors like me to gain access to real estate investments from $50 so anyone can start investing! With Minterest’s quick and easy sign up process, I completed my member verification form in just 5 minutes. The platform makes viewing deals convenience and making your investments on the go easy. It has an auto invest feature which allows the system to automatically deploy my funds based on my investment criteria. It’s so easy.

 


DBS Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

DBS Bank

Specialty

digiPortfolio is a hassle-free, ready-made investment portfolio that offers the perfect match of human expertise and robo-technology. With it, you have an instant, cost-effective way to grow and protect your wealth through regional or global diversification. digiPortfolio is coded to automate processes such as back-testing, rebalancing, and monitoring, yielding returns.

Services: Investment portfolio, robo-technology, global diversification, quality portfolios, asset allocation

Pricing

Request a quotation: [email protected]

Website

www.dbs.com

Address

12 Marina Boulevard #46-02/03 DBS Asia Central @ Marina Bay Financial Centre Tower 3 Singapore 018982

Telephone

+65-68788888

Opening hours

10 am to 5.30 pm

Review 1

had to come down to put in a credit card application because I had issues doing it online. was helped by Dennis – he was super nice & friendly :, ) the process was very fast as well! thank you for the smooth experience 🙂

Review 2

Came here to apply for the physical token as we have difficulty with the digital token access. We Have tried to settle this issue via ibanking and via app with no success. Came to this branch and did not have to join the main queue as there is a video-tele machine that do that really fast.

Review 3

Excellent service, fast respond, staff is very helpful and friendly. The video machine teller can solve almost all issue in 5mins. Really fast and efficient 👍🏻👍🏻👍🏻👍🏻

 


Gobear Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

gobear

Specialty

They are Asia’s leading financial services and data platform. Their purpose is to improve your financial health so that, together, they can build secure, stable, and sustainable communities. And they intend to do that by making financial literacy, financial inclusion, and financial security attainable for everyone, growing, diversifying investment portfolios.

Services: Financial services, investment platform, fintech, financial data, financial security

Pricing

Request a quotation: [email protected]

Website

https://corp.gobear.com/

Address

328 North Bridge Rd, #02-16, Singapore 188719

Email contact

[email protected]

Opening hours

24/7

Review 1

This site was easy to use. Found the best travel insurance at a good price. Will definitely use it again for other products when I need them

Review 2

a year ago
One pretty decent finance comparison site

Review 3

3 years ago
Never realised how much difference there is between travel insurance rates!

 


OCBC Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

OCBC

Specialty

OCBC Robo Invest: 34 portfolios across 6 markets for a range of risk appetites. Receive updates on portfolio rebalancing opportunities as market changes. 24/7 accessibility to your investments from anywhere with Digital Banking. Invest from as low as US$100, without the need to open a securities/ custodian account, yielding returns.

Services: 34 portfolios, risk management, OCBC RoboInvest, wealth management, full or partial withdrawals

Pricing

Request a quotation: [email protected]

Website

https://www.ocbc.com/

Address

ION Orchard Mall, 2 Orchard Turn, #B2-57, 238801

Telephone

+1800 363 3333

Opening hours

11 am to 7 pm

Review 1

The person that helped me is very patient and responsible

Review 2

Very nice and well organise bank

Review 3

 


Utrade Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platforms

UOB Kay Hian

Specialty

UTRADE Robo is a digital fund manager providing customized portfolio to suit the investment objectives of our clients. They draw on the wealth of experience and deep market knowledge of our research analysts and investment professionals to develop the complex algorithms and screen for suitable ETFs. Invest with intelligent platforms.
Services: Digital fund manager, customized portfolio, complex algorithms, intelligent platforms, smart investing

Pricing

Request a quotation: [email protected]

Website

https://www.utrade.com.sg/

Address

8 Anthony Road, #01-01, Singapore 229957

Telephone

+65-6536 9338

Opening hours

8.30 am to 5.30 pm

Review 1

Quick service, always less crowd, love this place.

Review 2

Staffs are very friendly & helpful. Helped me to set up the safe entry app today so it is easier when I visit other places.

Review 3

You can come early morning 9.45am or before 4.30pm, I like this place because not too crowded and good services.

 


CGS Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

CGS-CIMB

Specialty

CGS-CIMB Securities (Singapore) Pte. Ltd., launches its latest offering, CGS-CIMB eWealth. The robo-advisory platform taps on the Company’s strong research capabilities to provide goal-based and thematic portfolios to help investors meet their need for investment diversification through pairing portfolios with investors’ risk profiles and investment objectives, complementing existing brokerage business.

Services: Robo-advisory platform, debt investment, Open-ended investment funds, foreign exchange, digital investment platform

Pricing

Request a quotation: [email protected]

Website

http://www.cgs-cimb.com/

Address

50 Raffles Place, #01-01 Singapore Land Tower Singapore, Singapore 048623

Telephone

+65-6538 9889

Opening hours

8.30 am to 6 pm

Review

Best trading platform and good customer service. The recent wealth robo advisor platform is good for any one to invest easily.

 


Squirrelsave Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

SquirrelSave

Specialty

Get your personalized risk-managed investment portfolio in real-time SquirrelSave AI designs & manages your portfolio without human bias – using latest market data – with you in mind 24/7. SquirrelSave AI manages and rebalances your investment portfolio automatically to target higher predicted returns matched to your chosen risk level, stretching yields.

Services: Risk-managed investment portfolio, investment portfolio, market data, SquirrelSave AI, higher predicted returns, risk management

Pricing

 Request a quotation: [email protected]

Website

http://www.squirrelsave.com.sg/

Address

60 Paya Lebar Road, #11-25 Office 1, Paya Lebar Square, 409051

Telephone

+65-6631 8933

Opening hours

9 am to 6 pm

Review

Positive: Professionalism, Quality, Value

Have started a savings/investment account with them and so far their AI seems to be doing very well amid the Covid pandemic. So far, am happy with the mobile responsive website, the app, and how my investments are doing so far.

 


Poems Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

Philip SMART Portfolio

Specialty

Phillip SMART Portfolio “SMART” is an investment service that matches a best-fit portfolio based on your online risk analysis. Let them help you take control of your investments and grow your wealth. Low starting investment amount. No upfront fee, no brokerage, no platform fee. Low management fee. Professional portfolio managers.

Services: Online Risk Assessment, Periodic Rebalancing, Low Fees, Stress-free Investing, online access to balances

Pricing

Request a quotation: [email protected]

Website

https://www.poems.com.sg/

Address

250 North Bridge Rd #06-00 Raffles City Tower, 179101

Telephone

+65-6531 1555

Opening hours

 8.30 am to 6 pm

Review 1

 I am being served by Karen Ang at counter 1 of philip security and I found her to be very friendly and explained a lot of benefits in details which I not yet explored she has went an extra mile service to share with me
about the fixed deposit and unit trust investment she is very generous to share any
Knowledge on earning more money for me
Thank you very much for her guidance
and I am glad that this company have a wonderful staff like karen

Review 2

Karan Ang help me to reactivate my a/c and updated me a lot of new products that I thing would be very useful to me. I would want to thanks her on this and will contact her in near future to do this new investment

Review 3

6 months ago
I was informed by a trading friend of cash plus account at Phillips securities.
Today I went down to Phillips securities office to gather more informations.
I was welcome by their staff Carol Ong. She had given me clear explanations and good guidance of the benefits and risk aspect of the opening of cash plus account.
Donald.

 


MOney Owl Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

MoneyOwl

Specialty

They are a Joint Venture between NTUC Enterprise and Providend, two home-grown corporates with decades of Doing Good and Doing Right by Singaporeans. All MoneyOwl Client Advisers are fully salaried, so you know they have no incentive to peddle products that you do not need, augmenting advice using technology platforms.

Services: Investments, No Market Timing, Stock Picking, Globally Diversified Investment Market, No Sales Charge

Pricing

Request a quotation: [email protected]

Website

https://www.moneyowl.com.sg/

Address

23 Keong Saik Road Singapore, Singapore 089130

Telephone

+65- 6329 9188

Opening hours

9 am to 6 pm

Review 1

Had comprehensive financial planning with MoneyOwl, very insightful on where I am on my financial, and how my financial could be in the future.

Also help me revise insurance coverage to cover for family financial need in case anything bad happen to me.

Satisfied with their service, definitely recommend to give them a try!

Review 2

Positive: Professionalism, Responsiveness
I had my 1st video call with Royce earlier this morning. He knows his stuff, was very knowledgeable & geared the discussion towards a strategy which met my investment goals. This I found very useful so I’ll be having another call with him so that he can onboard me with transferring my money into my Money Owl account.

Review 3

Positive: Professionalism, Quality, Responsiveness, Value

The big advantage of money owl would be that the insurance is not commission based so they provide a more unbiased and objective opinion on the insurance
I was assigned Royce in money owl, prior to money owl, I had chance to talk to three insurance agents who tried to get me to buy certain product and couldn’t answer some of my questions. But Royce was professional and definitely knowledgeable in this area. He went through policies I was interested in using data from gov website. He was also patient in answering all my questions such as what is co-insurer, what is deductibles, what is inpatient , outpatient, rider plan etc.
Good experience with moneyowl 🙂

 


Saxo Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

Saxo Markets

Specialty

Saxo Markets has operated in Singapore since 2006 and serves as the APAC headquarters. They build digital platforms to facilitate multi-asset market access and provide clients of all sizes with professional-grade tools, industry-leading prices, and world-class service. They connect traders and investors to global markets from a single, cross-collateralized account.

Services: Digital platforms, multi-asset market access, professional-grade tools, industry-leading prices, world-class investing

Pricing

Request a quotation: [email protected]

Website

https://www.home.saxo/en-sg

Address

3 Church St, #30-00 Samsung Hub, Singapore 049483

Telephone

+65-6303 7800

Opening hours

8.30 am to 5.30 pm.

Review 1

The Saxo App is a breeze, easy to navigate, easy to make trades.
Have been using the app for close to 2 years and will continue doing so.

What I am most pleased with is the portfolio display and the email transaction histories sent to update me on my trades.

Will highly recommend to trade on this platform with Saxo

Review 2

3 months ago
Before Saxo, I used a cumbersome local bank’s web based platform(those who know, know). Saxo is much more intuitive. I like their real time breaking news service. And So far i have no problem with fund withdrawal. I Usually receive on same day or the next working day. Withdrawal is hassle free after your initial setup.

Review 3

The platform is easy to use. You can contact Saxo support team through the platform and support calls. During office hours, it is good to have local Singapore support and after office hours, Europe or US team supporting your enquiries. The fees are one of the lowest if not the lowest among reputable ones.

 


KGI Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

KGI Securities

Specialty

They are a pioneer Securities & Derivatives, Trading and Clearing Member of Singapore Exchange as well as a pioneer member of ICE Futures Singapore & ICE Clear Singapore. They offer their valued clients round the clock (24 hour) single-touch point for multi-asset clients, 24 hour high-touch desk for global products.

Services: KGI Futures, CQG Trader, electronic trading application, trading platform, Stellar Trading Systems

Pricing

Request a quotation: [email protected]

Website

https://www.kgieworld.sg/futures/tradewithkgi

Address

4 Shenton Way SGX Centre 2 #13-01 Singapore, Singapore 068807

Telephone

+65- 6202 1811

Opening hours

9 am to 5 pm

Review 1

Well done with Eagle Hospitality Trust, onwards to EC world REIT, support China!

Review 2

2 years ago
professional and trusted broker with good service

Review 3

 9 months ago
Positive: Professionalism, Quality, Responsiveness

 


Brdge Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

BRDGE

Specialty

Singapore’s leading Marketplace Lending Platform where local businesses seeking short-term financing connect with investors seeking short-term investments. BRDGE is Singapore’s largest Business Financing Platform where local businesses seeking short-term financing connect with individuals and businesses seeking short-term investments. Established with vision to connect local businesses, BRDGE facilitated S$72 million funding.

Services: Business fund Investors, supporting local SMEs, reducing cash-flow gaps, lower cost of credit, alternative financing

Pricing

Request a quotation: [email protected]

Website

https://www.brdge.tech/

Address

57 Mohamed Sultan Road, Sultan-Link, #03-05 Singapore, Singapore 238997

Telephone

+65- 6536 5356

Opening hours

24/7

Review

One of the best P2P investment platforms. Not as many deals available as others but probably doing their due diligence on their part to safeguard investors and keep their low default rates.

 


SMU Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

SMU

Specialty

The rise of artificial intelligence (AI) is changing the face of business and radically transforming the living today. First of its kind in Singapore and Southeast Asia, the AI track is a direct response to these growing trends, groom the next generation of AI talents, able to build AI tools.

Services: Artificial intelligence, Master of IT in Business, Digital Transformation, Financial Technology, Data Analytics

Pricing

Request a quotation:[email protected]

Website

http://www.smu.edu.sg/MITB

Address

Singapore Management University 81 Victoria Street Singapore 188065

Telephone

+65 6828 0100

Opening hours

9 am to 6 pm

Review 1

A premier university in Asia, the Singapore Management University (SMU) is internationally recognised for its world-class research and distinguished teaching. Singapore Management University offers undergraduate, postgraduate, professional, and specialized degree programs in a wide range of subjects that allows students to choose among the various courses according to their area of interest. The subjects of study offered at the university include business management, accounting, and economics. It is a great place to study.

Review 2

 
Great university.

Review 3

My daughter did her exchange program here for a semester and she’s so proud of this school. It taught her a lot and introduced her to new friends. I visited the place and it is a great place to learn in.

 


Cross bridge Top Robo-Advisory Platforms in Singapore

Robo-Advisor Platform

Crossbridge

Specialty

CONNECT combines personalized advice, the latest technology and academic research so you can take control of your investments and maximize your returns. CONNECT portfolios are designed to achieve optimal returns at every level of risk. They do this by combining our in-house investment expertise and applying insights from financial science.

Services: Digital advisory service, RoboAdvisor, FinTech, Wealthtech, Investment management company

Pricing

Request a quotation: [email protected]

Website

https://www.crossbridgeconnect.com/

Address

3 Temasek Avenue #18-00 Singapore, Singapore 039190

Telephone

+65 6723 8173

Opening hours

9 am to 5 pm

Services on demand

Thus, what are reasons for not employing Axos or Charles Schwab Intelligent Portfolios, as services waive extra charges?

Possible reasons that are cited owe to charges taking up just some portion of available online advisor operations.

One may seek to ponder general services that advisors deliver, certain of these hold some capacity to enhance your profits, these can contribute fully to all fee differences, contrasting fees.

 

Instant rebalancing, tax-loss collection or portfolio dividing based on individual goals or risk threshold always remain fixed. Alternative services could remain pegged to respective advisors.

To consider, Wealthfront delivers immediate indexing for sums holding $100,000 and beyond, that permits some possible greater tax profits through investing within personal securities.

Acorns connects personal credit or debit cards for consolidation of personal spending, investing balance sums within the robo-advisor-supervised portfolio.

Also, Betterment holds some behavioral cash emphasis, holding much of goal-based tools tailored to encourage one to increase savings. Certain robos provide Socially conscious investing choices, that could spur positive, beneficial ripples upon the community as one invests.

 

Robot versus Human counselling

Also, you have advisors which supplement adopted computer advising with actual living humans, alternating between some versions of the rostered charter of financial advisors which rotates for every call made or through assigning clients appointed advisors.

The latter option, as one could see, usually costs much more.

 

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Suppose connecting to some human advisor remains a personal priority, ponder, weigh between latter companies, that encompass Personal Capital, Facet Wealth, Vanguard personal advisor services, Charles Schwab intelligent advisory or Betterment.

Typically, one foots some bill sections so as to access hybrid services, perhaps receive access to obtain bonus features.

Personal Capital, to consider, charges 0.89%, also delivering clients added $200,000 or added 2 designated financial advisors. Alternate clients receive support from a team.

General qualifications that advisors hold vary- certain advisors are still certified investment counsellors, some full-fledged credentialed financial counsellors — thus try to wisely weigh choices or consider even trying out any robo-advisor, digital robot counsellor.

Think, moreover, about subsequent fees or type of access granted that is limited.  Betterment holds 2 human-augmented fee bands, to consider, with just one allowing users unlimited access.

 

Investment choices:

Such companies remain in early stages, insufficient to assess precisely for viability.

Such operate nearly all within the bull market, so all excess profits ranking one advisor over others might just arise from general asset classes that advisors have invested in more, in place of extended long gains of profits. (Also, at hand are other reasons robo profits in performance are just one factor considered.)

Still, one may evaluate general investment choices the advisor provides.

One method is through examining fully the spending proportions for such investments.

Such charges are channeled to investment fund holdings — general index funds or exchange-traded funds taken with personal portfolio — excluding assigned robo-advisor, still in certain instances these remain one or just similar.

To consider, an outfit that holds proprietary funds, inclusive of Vanguard, Charles Schwab, or Fidelity, are more likely to employ some of funds within the robo-advisor portfolios.

Individual goals are to keep such spending proportions as small as possible.

Many robo-advisors invest only with exchange-traded funds, employing spending proportions that just tally under 0.20%.

To assess online advisors, consider fully all tallied costs — management charges with average expense proportions — for getting the complete idea of content that spills over from one’s purse.

One might just see the overall set of asset classes covered in the portfolios used, also total percentage for individual investment converted to cash.

One may see such information on the robo-advisor’s webpage, upon reaching sign-up steps or through contacting the advisor personally.

Suppose one does not desire investing into ETFs, view the online advisors which provide greater customization of Customer portfolios, including Vanguard Personal Advisor Services or Personal Capital.

 

Minimum amounts

Online advisors require account minimum deposits starting from just $0 and reaching up to   $100000, thus this remains the core part of general consideration factors.

Suppose you begin anew; one may seek to engage some advisors excluding a fixed minimum.

Overall, with increased levels of personalized service, including some assigned financial advisor, the greater the minimum starting investment.

 

Robo Advisor: Costs in Singapore    

StashAway: Reputed with big AUM and trending. No minimum investment needed.

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Fees trend within the higher bands for minor investment sums. Income Portfolio demands a minimum of $10,000.

Syfe: Syfe employs the Automated Risk-managed Investments (ARI) procedure, instantly switching portfolios to stretch yields.

AutoWealth: AutoWealth portfolios include equity, bonds via index-tracking ETFs listed upon (NYSE), NASDAQ.

 

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