Best Robo-Advisory Software

How Many Robo-Advisory Software Products Does G2 Track?

Total Products under this Category: 29

Category Stats (Oct 2026)

  • Average Rating: 4.31/5 The average rating of products in this category, based on all submitted ratings

Last updated: October 07, 2026

How Does G2 Rank Robo-Advisory Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 0+ Authentic Reviews
  • 29+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

AdvisorEngine

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

Average Rating: 4.2/5.0

Total Reviews: 10

How Do G2 Users Rate AdvisorEngine?

  • Reporting: 9.4/10 (Category avg: 9.2/10)
  • Pre-Built Connectors: 7.5/10 (Category avg: 8.2/10)
  • Automation: 10.0/10 (Category avg: 9.0/10)

Who Is the Company Behind AdvisorEngine?

  • Seller: AdvisorEngine
  • Year Founded: 2014
  • HQ Location: Raleigh, US
  • Twitter: @advisorengine
    1,825 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 50% Small, 40% Large

What Are Recent G2 Reviews of AdvisorEngine?

What Are G2 Users Discussing About AdvisorEngine?

Bambu

Bambu is a leading global provider of robo-advisory technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth space. It enables businesses to make saving and investing more straightforward and intelligent for their clients.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Bambu?

  • Reporting: 10.0/10 (Category avg: 9.2/10)
  • Pre-Built Connectors: 10.0/10 (Category avg: 8.2/10)
  • Automation: 10.0/10 (Category avg: 9.0/10)

Who Is the Company Behind Bambu?

  • Seller: Bambu
  • Year Founded: 2016
  • HQ Location: Singapore, SG
  • Twitter: @bambu_robo
    635 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Bambu?

Jemstep

Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Jemstep?

  • Reporting: 10.0/10 (Category avg: 9.2/10)
  • Pre-Built Connectors: 10.0/10 (Category avg: 8.2/10)
  • Automation: 10.0/10 (Category avg: 9.0/10)

Who Is the Company Behind Jemstep?

  • Seller: Invesco
  • HQ Location: N/A
  • Twitter: @InvescoUS
    213,115 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Jemstep?

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RobotFX Fluid

RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a lost trade.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind RobotFX Fluid?

  • Seller: RobotFX
  • Year Founded: 2012
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of RobotFX Fluid?

What Are G2 Users Discussing About RobotFX Fluid?

Scalable

Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.

Average Rating: 3.5/5.0

Total Reviews: 1

Who Is the Company Behind Scalable?

  • Seller: Scalable Capital
  • Year Founded: 2014
  • HQ Location: München, DE
  • Twitter: @ScalableCapital
    4,826 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    892 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are G2 Users Discussing About Scalable?

T-Advisor

T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate T-Advisor?

  • Reporting: 10.0/10 (Category avg: 9.2/10)
  • Pre-Built Connectors: 8.3/10 (Category avg: 8.2/10)
  • Automation: 8.3/10 (Category avg: 9.0/10)

Who Is the Company Behind T-Advisor?

  • Seller: Techrules
  • Year Founded: 1999
  • HQ Location: Pozuelo de Alarcón, ES
  • LinkedIn® Page: linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of T-Advisor?

What Are G2 Users Discussing About T-Advisor?

VestmarkONE

VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate VestmarkONE?

  • Reporting: 6.7/10 (Category avg: 9.2/10)
  • Pre-Built Connectors: 3.3/10 (Category avg: 8.2/10)
  • Automation: 6.7/10 (Category avg: 9.0/10)

Who Is the Company Behind VestmarkONE?

  • Seller: Vestmark
  • Year Founded: 2001
  • HQ Location: Wakefield, US
  • Twitter: @Vestmark
    760 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    434 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of VestmarkONE?

What Are G2 Users Discussing About VestmarkONE?

Empirica RoboAdvisor

An intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence to give advisors unique insights about their clients to lower churn and increase engagement. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space.

Who Is the Company Behind Empirica RoboAdvisor?

  • Seller: Empirica
  • Year Founded: 2010
  • HQ Location: Wrocław, PL
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Investsuite

Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences.

Who Is the Company Behind Investsuite?

Nirvana Systems, Inc.

OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market.

Who Is the Company Behind Nirvana Systems, Inc.?

Nummularii

Helping personal and private banking business units realize their corporate digital advisory strategy, keeping a personal client relationship through high-end, accessible and personalized tailored investment advisory service delivered directly to their smartphones.

Who Is the Company Behind Nummularii?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024