# Best Robo-Advisory Software - Page 2

  *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*

   Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets.

Robo-advisory platforms automate portfolio creation based on an input of acceptable risk parameters, income, and other aspects of a client’s investment mandate. These applications can also automate the reinvestment of dividends and tax optimization activities.

Robo-advisory software often integrates with [CRM software](https://www.g2.com/categories/crm) and other [financial services software](https://www.g2.com/categories/financial-services) such as [banking software](https://www.g2.com/categories/banking) and [financial research software](https://www.g2.com/categories/financial-research).

To qualify for inclusion in the Robo-Advisory category, a product must:

- Automate investment portfolio creation
- Issue investment advice based on market data
- Be designed for B2B use




  
## How Many Robo-Advisory Software Products Does G2 Track?
**Total Products under this Category:** 21

### Category Stats (May 2026)
- **Average Rating**: 4.31/5



*Last updated: May 30, 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
- 21+ 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.

  
## Which Robo-Advisory Software Is Best for Your Use Case?


  
  
    ## What Is Robo-Advisory Software?
  [Financial Services Software](https://www.g2.com/categories/financial-services)