INVESTING & CRYPTOCURRENCY / Robo-advisors
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A well-known robo-advisor that excels in tax-coordinated investments and is easy to use for goal-based investing.
robo-advisor
tax-loss harvesting
goal-based investing
Offers automated investment management with features like tax-loss harvesting; good for hands-off investors.
robo-advisor
automated management
tax-loss harvesting
Schwab's robo-advisor that manages investments without charging advisory fees, instead profiting from cash allocations.
robo-advisor
cash allocation
low fees
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Combines features of a robo-advisor and a brokerage, allowing for automated investing with a customizable portfolio.
robo-advisor
customizable
automated investing
A robo-advisor option that offers good planning services primarily using Vanguard funds.
robo-advisor
planning services
Vanguard funds
A UK-based robo-advisor that offers various investment options and has performed well for users.
robo-advisor
UK
investment options
Offers wealth management and financial planning services, includes robo-advisor features.
robo-advisor
financial planning
wealth management
A platform that allows for both self-directed and robo-advising investments, with flexible cash management.
robo-advisor
flexible
self-directed
Decent robo-advisor with automated investment management and tax loss harvesting.
robo-advisor
investment
tax-loss-harvesting
Offers low-cost automated investing and financial planning tools.
robo-advisor
financial-planning
automated-investing
No fees, invests in a diversified portfolio using ETFs but may hold significant cash.
robo-advisor
ETFs
diversification
A combination of a robo-advisor and brokerage that allows for customizable portfolios.
robo-advisor
customization
investing
Utilizes Vanguard funds and integrates human advice for additional customization.
robo-advisor
Vanguard
automated-investing
User-friendly robo-advisor offering diversified portfolio management.
robo-advisor
UK
diversified-investing
An easy-to-use app that rounds up purchases to invest in diversified portfolios.
robo-advisor
micro-investing
automated-investing