robo-advisor-comparison-chart
| Company Name:
Solution Name: |
Gravity Investments
Gsphere |
Charles Schwab
Intelligent Portfolios |
Wealthfront
Wealthfront |
Betterment
Betterment |
|---|---|---|---|---|
| White Label? | Yes | No | No | Yes |
| Embeddable Tools? | Yes | No | No | No |
| Custom Strategies? | Yes | No | Yes | No |
| Support Complex Strategies? | Yes | Yes | No | No |
| Support For Tactical Investing? | Yes | Yes | No | No | Powered By Artificial Intelligence? | Yes | Yes | No | No |
| Multi-Asset Class? | Yes | Yes | No | No |
| Custom Branding? | Yes | Yes | No | No |
| Supports Advisors Own Strategies? | Yes | No | No | No |
| Multi-Custodian? | Yes | No | No | No |
| Competes With Advisors? | No | Yes | Yes | Yes |
| Support For Models Of Models? | Yes | No | No | No |
| Global Product Coverage? | Yes | No | No | No | Weighting Engine? | Diversification Optimization ™ | Mean Variance Optimization | Mean Variance Optimization | Mean Variance Optimization |
White Label?
- Gravity Investments
Yes
- Charles Schwab
No
- Wealthfront
No
- Betterment
Yes
Embeddable Tools?
- Gravity Investments
Yes
- Charles Schwab
No
- Wealthfront
No
- Betterment
No
Custom Strategies?
- Gravity Investments
Yes
- Charles Schwab
No
- Wealthfront
Yes
- Betterment
No
Support Complex Strategies?
- Gravity Investments
Yes
- Charles Schwab
Yes
- Wealthfront
No
- Betterment
No
Support For Tactical Investing?
- Gravity Investments
Yes
- Charles Schwab
Yes
- Wealthfront
No
- Betterment
No
Powered By Artificial Intelligence?
- Gravity Investments
Yes
- Charles Schwab
Yes
- Wealthfront
No
- Betterment
No
Multi-Asset Class?
- Gravity Investments
Yes
- Charles Schwab
Yes
- Wealthfront
No
- Betterment
No
Custom Branding?
- Gravity Investments
Yes
- Charles Schwab
Yes
- Wealthfront
No
- Betterment
No
Supports Advisors Own Strategies?
- Gravity Investments
Yes
- Charles Schwab
No
- Wealthfront
No
- Betterment
No
Multi-Custodian?
- Gravity Investments
Yes
- Charles Schwab
No
- Wealthfront
No
- Betterment
No
Competes With Advisors?
- Gravity Investments
No
- Charles Schwab
Yes
- Wealthfront
Yes
- Betterment
Yes
Support For Models Of Models?
- Gravity Investments
Yes
- Charles Schwab
No
- Wealthfront
No
- Betterment
No
Global Product Coverage?
- Gravity Investments
Yes
- Charles Schwab
No
- Wealthfront
No
- Betterment
No
Weighting Engine?
- Gravity Investments
Diversification Optimization ™
- Charles Schwab
Mean Variance Optimization
- Wealthfront
Mean Variance Optimization
- Betterment
Mean Variance Optimization
