Future Advisor

FutureAdvisor: Automated Digital Advisor for Investment Management

Automated digital advisor providing investment management and financial planning services, using algorithms and software to build and monitor customized portfolios based on unique client goals.

What is Future Advisor?

FutureAdvisor is an automated digital wealth management platform that provides customized investment management and financial planning services. The company uses advanced algorithms and software to analyze each client's specific financial situation and goals, and builds tailored investment portfolios aimed at optimizing returns.

FutureAdvisor's robo-advisor service constructs globally diversified, low-cost portfolios using ETFs and individual stocks. The platform continuously monitors clients' investments and automatically rebalances portfolios when needed to maintain the target asset allocation. It also provides automated tax-loss harvesting and portfolio analysis, assessing risk levels and fees.

Unlike traditional human advisors who charge on average 1% annually, FutureAdvisor offers its services at much lower costs. The digital platform is aimed primarily at hands-off investors who value convenience and ease of use over more personalized services. Users simply input information about their finances, goals and risk tolerance for the algorithms to generate suitable investment recommendations and portfolios.

Future Advisor Features

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