Bringing Transparency to
the Evolving Robo Advisor Industry
The problem – Although robo advisors boast digital features, well-designed planning tools, and a modern, sleek user experience, they typically do not publicly publish performance. Furthermore, prospective users can struggle to aggregate and compare features, fees, and minimums – all in one place. This lack of transparency leads to less informed financial decisions.
The solution – The Research Team at Condor Capital directly invests in, tracks, and monitors over 50 robo-advisor accounts at more than 30 different providers. From there, the Condor team closely monitors trends in equity-only, bond-only, and total-portfolio performance across these accounts. The Robo Report provides a comprehensive look at these results on a quarterly basis. The data itself can also be accessed and analyzed at theroboreport.com/data.