Robo Advisors
Compare all options on Clara.PRODUCT | Account Minimum | Annual Flat Fee Maximum | Annual Flat Fee Minimum | Automatic Rebalancing | Bank Or Brokerage | Cash Management Account | Financial Planning Tools | Human Advisor Available | Investment Expense Ratio Maximum | Investment Expense Ratio Minimum | Investment Vehicles | Maximum Fee | Minimum Fee | Notes | Platform | Socially Responsible Investing | Tax Loss Harvesting |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Wealthsimple JISA by Wealthsimple | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | mobiledesktop | Not available | Not available |
Wealthsimple Individual Savings Account by Wealthsimple | Free | Not available | Not available | Not available | Not available | ✓ | ✓ | ✓ | 0.12% | 0.09% | ETFsStocks | 0.5% | 0.4% | Not available | mobiledesktop | ✓ | ✓ |
Wealthify Individual Savings Account by Wealthify | Free | Not available | Not available | ✓ | Not available | Not available | Not available | ✓ | 0.56% | 0.16% | ETFsMutual Funds | 0.6% | 0.6% | Not available | mobiledesktop | Not available | Not available |
Wealthify General Investment Account by Wealthify | Free | Not available | Not available | ✓ | Not available | Not available | Not available | ✓ | 0.56% | 0.16% | ETFsMutual Funds | 0.6% | 0.6% | Not available | mobiledesktop | Not available | Not available |
Wealth Horizon Simplified Advice by Wealth Horizon | 1,000GBP | Not available | Not available | ✓ | Not available | Not available | Not available | ✓ | 0.22% | 0.14% | ETFs | 0.75% | 0.75% | Initial investment charge of 0.25% | desktop | Not available | Not available |
True Potential Investor Stocks & Shares... by True Potential Investor | 1GBP | Not available | Not available | ✓ | Not available | Not available | Not available | ✓ | 0.76% | 0.76% | ETFsMutual Funds | 0.4% | 0.4% | Not available | mobiledesktop | Not available | Not available |
True Potential Investor Stocks & Shares... by True Potential Investor | 1GBP | Not available | Not available | ✓ | Not available | Not available | Not available | ✓ | 0.76% | 0.76% | ETFsMutual Funds | 0.4% | 0.4% | Not available | mobiledesktop | Not available | Not available |
5GBP | 12GBP | Not available | Not available | Not available | Not available | Not available | Not available | 0.61% | 0.3% | ETFs | 0% | 0% | Not available | mobile | ✓ | Not available | |
Strowz Managed Investments by Strowz | 10GBP | Not available | Not available | ✓ | ✓ | ✓ | ✓ | Not available | Not available | Not available | Stocks | Not available | Not available | Not available | mobiledesktop | Not available | Not available |
Scalable Capital Individual Savings Acc... by Scalable Capital | 10,000GBP | Not available | Not available | Not available | Not available | Not available | Not available | Not available | 0.59% | 0.07% | ETFs | 0.75% | 0.75% | Not available | mobiledesktop | Not available | Not available |
Scalable Capital General Investment Acc... by Scalable Capital | 10,000GBP | Not available | Not available | Not available | Not available | Not available | Not available | Not available | 0.59% | 0.07% | ETFs | 0.75% | 0.75% | Not available | mobiledesktop | Not available | Not available |
100GBP | Not available | Not available | Not available | Not available | Not available | Not available | Not available | 0.31% | 0.17% | ETFs | 0.75% | 0.25% | Not available | desktopmobile | ✓ | Not available | |
100GBP | Not available | Not available | Not available | Not available | Not available | Not available | Not available | 0.31% | 0.17% | ETFs | 0.75% | 0.25% | Not available | desktopmobile | ✓ | Not available | |
NetWealth Individual Savings Account by NetWealth | 5,000GBP | Not available | Not available | Not available | Not available | Not available | ✓ | ✓ | 0.2% | 0.2% | ETFs | 0.65% | 0.35% | Must be a part of the Netwealth network in order to receive minimum amount of 5,000 GBP | desktop | Not available | Not available |
NetWealth General Investment Account by NetWealth | 5,000GBP | Not available | Not available | Not available | Not available | Not available | ✓ | ✓ | 0.2% | 0.2% | ETFs | 0.65% | 0.35% | Must be a part of the Netwealth network in order to receive minimum amount of 5,000 GBP | desktop | Not available | Not available |
Moneyfarm Individual Savings Account by Moneyfarm | 5,000GBP | Not available | Not available | Not available | Not available | Not available | Not available | ✓ | 0.2% | 0.2% | ETFs | 0.75% | 0.35% | Not available | mobiledesktop | Not available | Not available |
Moneyfarm General Investment Account by Moneyfarm | 5,000GBP | Not available | Not available | Not available | Not available | Not available | Not available | ✓ | 0.2% | 0.2% | ETFs | 0.75% | 0.35% | Not available | mobiledesktop | Not available | Not available |
Moneybox Individual Savings Account by Moneybox | 1GBP | 12GBP | Not available | ✓ | Not available | Not available | ✓ | Not available | 0.3% | 0.12% | Mutual Funds | 0.45% | 0.45% | Not available | mobiledesktop | ✓ | Not available |
Moneybox General Investment Account by Moneybox | 1GBP | 12GBP | Not available | ✓ | Not available | Not available | ✓ | Not available | 0.3% | 0.12% | Mutual Funds | 0.45% | 0.45% | Not available | mobiledesktop | ✓ | Not available |
Monest by Monest | Not available | Free | Free | Not available | Not available | Not available | Not available | ✓ | Not available | Not available | Not available | 0% | 0% | Not available | desktop | ✓ | Not available |
IG Smart Portfolios Individual Savings ... by IG Investments | Not available | Not available | Not available | ✓ | Not available | Not available | Not available | ✓ | 0.15% | 0.1% | ETFs | 0.5% | 0% | Transaction costs of 0.07% | desktop | Not available | Not available |
IG Smart Portfolios General Investment ... by IG Investments | Not available | Not available | Not available | ✓ | Not available | Not available | Not available | ✓ | 0.15% | 0.1% | ETFs | 0.5% | 0% | Transaction costs of 0.07% | desktop | Not available | Not available |
FutureAdvisor by BlackRock by BlackRock | 5,000GBP | Not available | Not available | ✓ | Not available | Not available | ✓ | ✓ | 0.18% | 0.14% | ETFs | Not available | 0.5% | Not available | mobiledesktop | Not available | ✓ |
eVestor Individual Savings Account by eVestor | 1GBP | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | ETFsMutual FundsCashStocks | 0.5% | 0.5% | Not available | mobiledesktop | Not available | Not available |
eVestor General Investment Account by eVestor | 1GBP | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | Not available | ETFsMutual FundsCashStocks | 0.5% | 0.5% | Not available | mobiledesktop | Not available | Not available |
eToro CopyTrader by eToro | 200GBP | Free | Free | Not available | Not available | Not available | Not available | ✓ | Not available | Not available | ETFsStocksCrypto | 0% | 0% | Not available | desktop | ✓ | Not available |
Not available | Not available | Not available | ✓ | Not available | ✓ | ✓ | Not available | Not available | Not available | Crypto | 0.65% | 0.65% | Not available | mobiledesktop | Not available | Not available |