Robo Investor Reports

I founded and ran a research group, examining the emerging industry of automated investment, or robo-advising, services.  Our group of volunteers completed in-depth surveys on their experiences after visiting with various robo-advisors, which our research team then analyzed to form site and UX reviews.  Our research group included a legal expert, who wrote on the legal implications of robo-advisors.  We also researched the implications robo-advising may have on the future of financial services.

Our Audience

Our articles were available for free while we sold a comprehensive white paper to interested parties in the financial industry. We offered our white paper free of charge to academics, at a low price for individuals looking to choose a robo-advisor, and at a corporate price for registered financial advisors who are looking to offer robo investment options to their younger clients.

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