# Best Robo-Advisory Software ## How Many Robo-Advisory Software Products Does G2 Track? **Total Products under this Category:** 22 ### Category Stats (Jul 2026) - **Average Rating:** 4.31/5 The average rating of products in this category, based on all submitted ratings _Last updated: July 28, 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 - 22+ 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 ](https://www.g2.com/products/advisorengine/reviews) By [AdvisorEngine](https://www.g2.com/sellers/advisorengine) [ 4.2/5(10) ](https://www.g2.com/products/advisorengine/reviews) What do users say? Users consistently praise the user-friendly interface and the ability to customize their experience, which enhances their workflow and client management. Many appreciate the integration of various too ### [AdvisorEngine](https://www.g2.com/products/advisorengine/reviews) 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](https://www.g2.com/sellers/advisorengine) - **Year Founded:** 2014 - **HQ Location:** Raleigh, US - **Twitter:** @advisorengine 1,825 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3867418175d9afb0e5e5c04fdaf818bc1ce90bef64a564d89256b34b8f3ce923&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvisor-engine%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services - **Company Size:** 50% Small, 40% Large #### What Are Recent G2 Reviews of AdvisorEngine? **["AdvisorEngine Best Tool for CRM with Management"](https://www.g2.com/survey_responses/advisorengine-review-9123982)** **Rating:** 4.5/5.0 stars _— Sufiyan P._ [Read full review](https://www.g2.com/survey_responses/advisorengine-review-9123982) **["AdvisorEngine CRM"](https://www.g2.com/survey_responses/advisorengine-review-9367610)** **Rating:** 4.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/advisorengine-review-9367610) #### What Are G2 Users Discussing About AdvisorEngine? - [What is AdvisorEngine used for?](https://www.g2.com/discussions/what-is-advisorengine-used-for) [ Bambu ](https://www.g2.com/products/bambu-bambu/reviews) By [Bambu](https://www.g2.com/sellers/bambu) [ 5/5(1) ](https://www.g2.com/products/bambu-bambu/reviews) Product Description 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 e ### [Bambu](https://www.g2.com/products/bambu-bambu/reviews) 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](https://www.g2.com/sellers/bambu) - **Year Founded:** 2016 - **HQ Location:** Singapore, SG - **Twitter:** @bambu\_robo 635 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=df7de6131152eb03dc784644898499e52d798d5fdf8fd2d6832f805546843260&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10592713&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Bambu? **["Measurable and scalable solution"](https://www.g2.com/survey_responses/bambu-review-6944537)** **Rating:** 5.0/5.0 stars _— Kris K._ [Read full review](https://www.g2.com/survey_responses/bambu-review-6944537) [ Jemstep ](https://www.g2.com/products/jemstep/reviews) By [Invesco](https://www.g2.com/sellers/invesco) [ 5/5(1) ](https://www.g2.com/products/jemstep/reviews) Product Description 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 a ### [Jemstep](https://www.g2.com/products/jemstep/reviews) 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](https://www.g2.com/sellers/invesco) - **HQ Location:** N/A - **Twitter:** @InvescoUS 213,115 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of Jemstep? **["A Promising Digital Solution for Financial Advisors"](https://www.g2.com/survey_responses/jemstep-review-10557921)** **Rating:** 5.0/5.0 stars _— Dikhita S._ [Read full review](https://www.g2.com/survey_responses/jemstep-review-10557921) [ RobotFX Fluid ](https://www.g2.com/products/robotfx-fluid/reviews) By [RobotFX](https://www.g2.com/sellers/robotfx) [ 4/5(1) ](https://www.g2.com/products/robotfx-fluid/reviews) Product Description 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 los ### [RobotFX Fluid](https://www.g2.com/products/robotfx-fluid/reviews) 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](https://www.g2.com/sellers/robotfx) - **Year Founded:** 2012 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e2c14d10092d8757cbe10ac9ab65e4ffe17c3f76d4a1b2c9515fe770825c76f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7803739&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of RobotFX Fluid? **["RobotFX is money"](https://www.g2.com/survey_responses/robotfx-fluid-review-731708)** **Rating:** 4.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/robotfx-fluid-review-731708) #### What Are G2 Users Discussing About RobotFX Fluid? - [What is RobotFX Fluid used for?](https://www.g2.com/discussions/what-is-robotfx-fluid-used-for) [ Scalable ](https://www.g2.com/products/scalable/reviews) By [Scalable Capital](https://www.g2.com/sellers/scalable-capital) [ 3.5/5(1) ](https://www.g2.com/products/scalable/reviews) Product Description Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research. ### [Scalable](https://www.g2.com/products/scalable/reviews) 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](https://www.g2.com/sellers/scalable-capital) - **Year Founded:** 2014 - **HQ Location:** München, DE - **Twitter:** @ScalableCapital 4,826 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9bc2a036ef0338bde2d597427b3507c7a16c9bdea795306d29aec966c068ac45&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscalable-capital%2F&secure%5Burl_type%5D=linkedin_company_website) 721 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are G2 Users Discussing About Scalable? - [What is Scalable used for?](https://www.g2.com/discussions/what-is-scalable-used-for) [ T-Advisor ](https://www.g2.com/products/t-advisor/reviews) By [Techrules](https://www.g2.com/sellers/techrules) [ 4.5/5(1) ](https://www.g2.com/products/t-advisor/reviews) Product Description 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. ### [T-Advisor](https://www.g2.com/products/t-advisor/reviews) 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](https://www.g2.com/sellers/techrules) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of T-Advisor? **["More Knowledge on portfolio Management"](https://www.g2.com/survey_responses/t-advisor-review-4672450)** **Rating:** 4.5/5.0 stars _— Karen N._ [Read full review](https://www.g2.com/survey_responses/t-advisor-review-4672450) #### What Are G2 Users Discussing About T-Advisor? - [What is T-Advisor used for?](https://www.g2.com/discussions/what-is-t-advisor-used-for) [ VestmarkONE ](https://www.g2.com/products/vestmarkone/reviews) By [Vestmark](https://www.g2.com/sellers/vestmark) [ 4/5(1) ](https://www.g2.com/products/vestmarkone/reviews) Product Description VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sl ### [VestmarkONE](https://www.g2.com/products/vestmarkone/reviews) 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](https://www.g2.com/sellers/vestmark) - **Year Founded:** 2001 - **HQ Location:** Wakefield, US - **Twitter:** @Vestmark 760 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=77dca4e6ce1f3dd20a572ac3725324d0e7ef3ca6672dadc9c090ee7ac8f8cd70&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvestmark&secure%5Burl_type%5D=linkedin_company_website) 422 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of VestmarkONE? **["VestmarkOne- Solid Software, can take some time to learn"](https://www.g2.com/survey_responses/vestmarkone-review-3145912)** **Rating:** 4.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/vestmarkone-review-3145912) #### What Are G2 Users Discussing About VestmarkONE? - [What is VestmarkONE used for?](https://www.g2.com/discussions/vestmarkone-what-is-vestmarkone-used-for) - [What is VestmarkONE used for?](https://www.g2.com/discussions/what-is-vestmarkone-used-for) [ AI-Advisor ](https://www.g2.com/products/ai-advisor/reviews) By [AI-Advisors](https://www.g2.com/sellers/ai-advisors) [ 0/5(0) ](https://www.g2.com/products/ai-advisor/reviews) Product Description Increase your AI visibility across AI-powered search and Answer Engines like ChatGPT, Perplexity, Gemini, Google AI Overviews, and Claude. Our SaaS platform connects five key components of AI marketi ### [AI-Advisor](https://www.g2.com/products/ai-advisor/reviews) Increase your AI visibility across AI-powered search and Answer Engines like ChatGPT, Perplexity, Gemini, Google AI Overviews, and Claude. Our SaaS platform connects five key components of AI marketing: • AI Analytics • Answer Engine Insights • Answer Engine Optimization • AI Ads (ChatGPT Ads) • AI Automation Increase your AI visibility - not your headcount. #### Who Is the Company Behind AI-Advisor? - **Seller:** [AI-Advisors](https://www.g2.com/sellers/ai-advisors) - **Year Founded:** 2026 - **HQ Location:** Vancouver, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c8160b543643d7cc6a3a5d19a6323e03edd29076ab0d148c29b2463b42034419&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fai-advisors-app&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® [ Empirica RoboAdvisor ](https://www.g2.com/products/empirica-roboadvisor/reviews) By [Empirica](https://www.g2.com/sellers/empirica) [ 0/5(0) ](https://www.g2.com/products/empirica-roboadvisor/reviews) Product Description 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 ### [Empirica RoboAdvisor](https://www.g2.com/products/empirica-roboadvisor/reviews) 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](https://www.g2.com/sellers/empirica) - **Year Founded:** 2010 - **HQ Location:** Wrocław, PL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e17a32fce864c521b753a5e6a90a484e217b83077bd6af6600884d2f8b2f34bb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2857808&secure%5Burl_type%5D=linkedin_company_website) 24 employees on LinkedIn® [ Investsuite ](https://www.g2.com/products/investsuite/reviews) By [InvestSuite](https://www.g2.com/sellers/investsuite-e2219245-f02f-402b-9380-9a25585505f2) [ 0/5(0) ](https://www.g2.com/products/investsuite/reviews) Product Description Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences. ### [Investsuite](https://www.g2.com/products/investsuite/reviews) 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? - **Seller:** [InvestSuite](https://www.g2.com/sellers/investsuite-e2219245-f02f-402b-9380-9a25585505f2) - **Year Founded:** 2018 - **HQ Location:** Leuven - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d64052bb95a67abafa7c673381f4cbead6edfb6cfcba7e3119bf6524c1886245&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finvestsuite%2F&secure%5Burl_type%5D=linkedin_company_website) 51 employees on LinkedIn® [ Motif Trading Platform ](https://www.g2.com/products/motif-trading-platform/reviews) By [Motif](https://www.g2.com/sellers/motif) [ 0/5(0) ](https://www.g2.com/products/motif-trading-platform/reviews) Product Description A trading platform that works as hard as you do ### [Motif Trading Platform](https://www.g2.com/products/motif-trading-platform/reviews) A trading platform that works as hard as you do #### Who Is the Company Behind Motif Trading Platform? - **Seller:** [Motif](https://www.g2.com/sellers/motif) - **Year Founded:** 1982 - **HQ Location:** San Mateo, US - **Twitter:** @MotifInvesting 17,272 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3db3eef6215cdbb94ddecc089aa5010e2fbafe53d5657ea6b243e033aa0fa745&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F516934&secure%5Burl_type%5D=linkedin_company_website) 453 employees on LinkedIn® [ Nirvana Systems, Inc. ](https://www.g2.com/products/nirvana-systems-inc/reviews) By [Nirvana Systems](https://www.g2.com/sellers/nirvana-systems) [ 0/5(0) ](https://www.g2.com/products/nirvana-systems-inc/reviews) Product Description OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market. ### [Nirvana Systems, Inc.](https://www.g2.com/products/nirvana-systems-inc/reviews) 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.? - **Seller:** [Nirvana Systems](https://www.g2.com/sellers/nirvana-systems) - **HQ Location:** Austin, TX - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® [ Nummularii ](https://www.g2.com/products/nummularii/reviews) By [nummularii](https://www.g2.com/sellers/nummularii) [ 0/5(0) ](https://www.g2.com/products/nummularii/reviews) Product Description 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 inv ### [Nummularii](https://www.g2.com/products/nummularii/reviews) 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? - **Seller:** [nummularii](https://www.g2.com/sellers/nummularii) - **Year Founded:** 2013 - **HQ Location:** Tel Aviv, IL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a7bc4f23f34c55b67499e765d436c63a2352d04d8636dfa94546fb8303dc3279&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10036892&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® [ Ohpen ](https://www.g2.com/products/ohpen/reviews) By [Ohpen](https://www.g2.com/sellers/ohpen) [ 0/5(0) ](https://www.g2.com/products/ohpen/reviews) Product Description Ohpen is a ruthlessly effective cloud-based core-banking engine. It is built for one purpose only: the efficient administration of retail investment and savings accounts. ### [Ohpen](https://www.g2.com/products/ohpen/reviews) Ohpen is a ruthlessly effective cloud-based core-banking engine. It is built for one purpose only: the efficient administration of retail investment and savings accounts. #### Who Is the Company Behind Ohpen? - **Seller:** [Ohpen](https://www.g2.com/sellers/ohpen) - **Year Founded:** 2009 - **HQ Location:** Amsterdam, NL - **Twitter:** @Ohpen 887 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=df0456432437789b2afa546fc0073fb6e7bcc6448fabe6cb0ca399efaf1d5001&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fohpen%2F&secure%5Burl_type%5D=linkedin_company_website) 226 employees on LinkedIn® [ Pintec ](https://www.g2.com/products/pintec/reviews) By [Pintec](https://www.g2.com/sellers/pintec) [ 0/5(0) ](https://www.g2.com/products/pintec/reviews) Product Description PINTEC , is an intelligent financial services technology platform. PINTEC drives new financial product opportunities by expanding access to financial services for consumers, mitigating risk by decreas ### [Pintec](https://www.g2.com/products/pintec/reviews) PINTEC , is an intelligent financial services technology platform. PINTEC drives new financial product opportunities by expanding access to financial services for consumers, mitigating risk by decreasing human interference, and breaking down historical financial market barriers. #### Who Is the Company Behind Pintec? - **Seller:** [Pintec](https://www.g2.com/sellers/pintec) - **HQ Location:** N/A - **Twitter:** @pintecgroup 169 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6399bd6ebfea41fe823f5af52465847373449a9876946c855c523dc0a909d851&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpintec-%25E5%2593%2581%25E9%2592%259B%25EF%25BC%2589%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® - **Ownership:** NASDAQ: PT - ‹ Prev‹ Prev - 1 - [2](/categories/robo-advisory?order=popular&page=2#product-list) - [Next ›Next ›](/categories/robo-advisory?order=popular&page=2#product-list) Spotlight Categories [Digital Experience Platforms (DXP)](https://www.g2.com/categories/digital-experience-platforms-dxp) [Corporate Learning Management Systems](https://www.g2.com/categories/corporate-learning-management-systems) [Communication Platform as a Service (cPaaS) Platforms](https://www.g2.com/categories/communication-platform-as-a-service) [Pricing Software](https://www.g2.com/categories/pricing) [Customer Communications Management Software](https://www.g2.com/categories/customer-communications-management) Similar Categories - [AI Assistants for Financial Services](/categories/ai-assistants-for-financial-services) - [Banking as a Service (BaaS)](/categories/banking-as-a-service-baas) - [Brokerage Trading Platforms](/categories/brokerage-trading-platforms) - [Construction Loan Management](/categories/construction-loan-management) - [Core Banking](/categories/core-banking) - [Deal Sourcing](/categories/deal-sourcing) - [Debt Management](/categories/debt-management) - [Digital Banking Platforms](/categories/digital-banking-platforms) - [Digital Customer Onboarding](/categories/digital-customer-onboarding) - [Digital Mortgage Closing](/categories/digital-mortgage-closing) - [Financial Analytics](/categories/financial-analytics) - [Financial Data APIs](/categories/financial-data-apis) - [Financial Predictive Analytics](/categories/financial-predictive-analytics) - [Financial Research](/categories/financial-research) - [Financial Risk Management](/categories/financial-risk-management) ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan") NK Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan) Updated October 3, 2024 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 Show More