Robo Advice: Revolution or Evolution? Including: Robo advice, automated financial planning, financial advice, brokerage, fund platforms

“Robo Advice: Revolution or Evolution?” adds “Robo Advice: Revolution or Evolution? Market 2017 Global Analysis, Growth, Trends and Opportunities Research Report Forecasting”reports to its database.

Robo Advice: Revolution or Evolution?

Executive Summary

The Robo Advice: Revolution or Evolution? Report provides strategists, marketers and senior managers with the critical information they need to assess the rapidly developing for automated investment and financial advice. Robo advice is one of the most important trends in the market, and this report gives a comprehensive assessment of the based on discussions with all the leading players globally.


The Automated Financial Advice report covers all the vital information and analysis required to help you enter into or expand in the robo advice market. It is broken into the following sections:

The Executive Summary gives the key take-aways from the report

The ‘What is Robo Advice’ section looks at what defines a robo advice offering, the difference between automated financial advice and automated investment management, and why robo advice is gaining so much media and investment interest.

The ‘Emerging Business Models’ section looks at different approaches being taken by players, the challenges and opportunities they face and suggests some of the short, medium and long term scenario for this growing market.

The ‘What Will the Winners Look Like?’ chapter gives advice on the key success factors in the market, including segmentation, differentiation, customer centricity, gamification and stimulus, virtualisation, and big data.

The ‘Size and Growth of the Global Market’ section looks at the size of the market, its explosive potential and the drivers behind this.

The USA, UK and Australia market chapters look at how at the leading robo advice markets, how they developed, and the unique competitive and regulatory landscape in each geography.

The Appendix includes profiles of a large number of robo advice companies, including an overview of each company and its offering, its market positioning, developments and the customer journey it offers.

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Markets Covered: robo advice, automated financial planning, financial advice, brokerage, fund platforms

Companies profiled: Betterment, Financial Guard, FutureAdvisor (a BlackRock Company), Intelligent Portfolios from Charles Schwab, Inc., LearnVest Inc., Personal Capital, SigFig Wealth Management LLC, Vanguard PAS, Wealthfront, Inc, WiseBanyan, Inc, Easy Folio, eValue (Investment Solutions), Fintego Managed Depot, Ginmon GmbH, Marie Quantier, MoneyFarm, Nutmeg Savings & Investment Limited, Parmenion (Aberdeen Asset Management), Quirion (Quirin Bank AG), Scalable Capital, True Wealth Inc., vaamo Finanz AG, Wealthify, Wealth Objects Limited, Wealth Wizards, Yomoni,, Decimal Software Ltd, Ignition Wealth (Ignition Direct), QuietGrowth, Stockspot.

Geographies: Australia, Europe, UK, USA.

Time series: Current and five years forecast assets under management.

Infographics: fifty high-quality conceptual and data driven illustrations.

Analysis: Definitions and segmentations, business models, success factor analysis, market drivers, market background, competitive and regulatory characteristics. Company positioning, developments and workflow analysis.

Research: The report is based on 25+ interviews with many of the leading players in the global robo advice market. It draws on exhaustive secondary research.

Authors: The report’s authors draw on over 60 years of collective senior research experience in the financial and technology sectors.

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Table of Contents:-

  1. Executive Summary 14
    1.1 Robo advice is not a new concept, but is gaining a lot of global attention 14
    1.2 There are far fewer pure robos than the media would have us believe 14
    1.3 Focus is on automated investment management; there are very few automated advice propositions 15
    1.4 Early movers built from scratch, but start-ups are now seeking to build partnerships with established players 17
    1.5 Low cost automated investments will become the core building block of financial planning 18
    1.6 Many of the ‘me too’ automated investment propositions will fall by the wayside unless they continue to develop 18
    1.7 The market for automated investment management services will grow significantly, but hybrids will be the dominant model 19
    1.8 The addressable market for virtual advice is huge, but very few propositions have come forward to meet this demand 20
  2. What is robo advice? 20
    2.1 Robo advice: a catch all term for remotely delivered wealth management 20
    2.2 Defining ‘robo advice’ 22
    2.3 Automated investment management solutions are the dominant model; but how automated are they? 24
    2.4 There are only a handful of automated financial planning propositions in the market today 27
    2.5 Why is ‘robo advice’ under the spotlight? 30
    2.6 Propositions are only as good as the algorithms 34
  3. Emerging Business Models 38
    3.1 Pure play start-ups have led the charge to date 38
    3.2 The cost of acquisition is the elephant in the room for start-ups 39
    3.3 Re-focus on the B2B market to drive profitability 40
    3.4 Industry stalwarts are now seeing the potential of automation; and have important strategic advantages over the start-ups 42
    3.5 Which play will the current incumbents make – build, partner, or buy? 45
    3.6 In the B2B space, robo for advisers is nothing new, but some are now embracing the opportunity to expand the reach of their business 48
    3.7 Robo advice will place widespread pressure on margins and fees 51
    3.8 The impact on the advice market will take longer to play out, and will result in advisers ultimately moving up the advice value chain 53
  4. What will the winners look like? 54
    4.1 Many of the ‘me too’ automated investment propositions will fall by the wayside unless they continue to develop 54
    4.2 Automated investment propositions will need get much better at targeting clearly defined, profitable consumer segments 56
    4.3 Differentiation needs to be on a feature that the mass market consumer can understand 57
    4.4 A truly customer-centric approach will be required to shift customers from a transactional to an ongoing relationship 59
    4.5 Winning propositions will make better use of behavioural economics to enhance the user experience and increase conversion and retention rates 62
    4.6 Winning propositions will need to engage consumers in new ways, using visual stimulus to create emotional responses 63
    4.7 Gamification can ‘reward’ consumers for building knowledge; virtual reality can allow them to test drive future outcomes in a safe environment 65
    4.8 Winning solutions will blend the human touch with automation 66
    4.9 Next generation ‘cyborgs’ will shift the boundary between human and robot within five years – think ‘virtual advice’ 71
    4.10 New revenue models to reflect what consumers are actually paying for? 73
    4.11 Big data, data giants and analytics: The final frontier 74
    4.12 Robo 3.0 has the potential to do so much more than personal finance 77

5 Size and Growth of the Global market 79
5.1 Robo advice growth is about to take off 79
5.2 Drivers for global growth 80
5.3 Robo advisors are everywhere, but the US still dominates the global landscape 83
5.4 The US still presents the best market opportunity and will continue to drive global growth 84
5.5 Global forecasts for robo advice 86


Reasons to Purchase The Report

  • Develop strategies based on what robo advice is and what it means in today’s market. 
    • Choose your approach to the market based on the industry’s emerging business models. 
    • Plan innovative strategies based on the ‘What Will The Winners Look Like’ section. 
    • Facilitate decision making on the basis of forecast market data. 
    • Benchmark performance against key competitors by understanding their market positioning, offerings, portfolios and workflows. 
    • Identify investment opportunities. 
    • Target your key markets with detailed market, competitive, regulatory and trend information for the US, UK and European, and Australian markets. 
    • The report supports your internal and external presentations with reliable high quality data, analysis and 50 attractive and informative graphics.


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