Wealthfront’s Self-Driving Money™ vision will allow clients to optimize every dollar they earn. A client will be able to deposit her paycheck into Wealthfront and technology will handle the rest, ensuring that bills are paid, the right amount of money is in her emergency fund and she
organization. As part of the new strategic alliance, BridgeMark Strategies will offer its services and solutions on a discounted basis to Chalice’s community of over 48,000 independent financial advisor members. is contributing to the most appropriate investment accounts to achieve her specific goals and maintain her lifestyle.
Analytics:
Fidelity Go was the best overall robo advisor available for investors, according to Backend Benchmarking’s 12th “Robo Report.” The analysis includes a ranking of robos utilizing a variety of criteria, and Fidelity’s robo platform achieved the top spot for the second consecutive time. It was also judged to be the best robo for performance at an affordable cost, as well as the best robo available from an incumbent financial institution.
Vasyl Soloshchuk is CEO and co-owner at INSART, a fintech and Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune 500 and start-up robo-advisor and wealth management companies.