Landscape Report

New Tech: Robo-Advice, Q2 2019

Forrester's Landscape Overview Of 47 Robo-Advice Providers

May 3rd, 2019
Oliwia Berdak, VP, Research Director
Oliwia Berdak VP, Research Director
With contributors:
Stephen Powers , Vijay Raghavan , Zhi-Ying Barry , Sneha Dawda , Sam Bartlett

Summary

Banks and investment management firms are exploring automating financial advice as a way to serve the mass affluent consumer segment and boost efficiency and productivity of advisors and relationship managers. This report presents a review of the emerging vendors in the robo-advice space. Financial services firms should use it to understand the capabilities within major market segments and to inform their technology strategies.

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