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Click & Invest ranked first in the My Private Banking Report

Click & Invest ranks number one in the My Private Banking 2017 Global Robo-Advisors report

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Topic: Press

We’re proud to have been ranked first in the My Private Banking 2017 assessment of Global Robo-Advisors Benchmarking report which reviewed 31 robo-advisors globally.

Our recognition is thanks to our outstanding high scores across five categories. This includes how we present our clients with comprehensive, yet easy to understand details about their investments, and our excellent client coaching through educational blogs, videos and investment guides.

Rank

Name

Overall result in %

Onboarding

Financial planning

Portfolio Management

Coaching

Retention and engagement

1

Click & Invest

76.5%

73%

50%

100%

90%

74%

1

Schwab

76.5%

76%

100%

86%

40%

81%

3

Scalable Capital

76.3%

65%

100%

86%

70%

83%

4

Moneyfarm

75.3%

79%

67%

71%

60%

81%

5

Wealthfront

73.8%

74%

83%

86%

50%

75%

5

Vaamo

73.8%

68%

100%

100%

60%

71%

7

Betterment

71.8%

58%

67%

100%

60%

85%

8

Wealthbar

71.3%

71%

50%

86%

70%

75%

9

WeSave

70.6%

70%

83%

86%

70%

63%

9

Wealthsimple

70.6%

58%

83%

86%

70%

78%

My Private Banking Report​​​​

2017

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Investec Click & Invest is the rising star in the robo advisory market: launched this year, it has leapfrogged to the top of our benchmarking thanks to innovative and highly consumercentric features enhancing the full client journey.

If you’re interested in investing and have £10,000 or more to invest, use our online investment calculator to see how our team of experts could help you reach your investment goals.

Try our investment calculator

See how your investments could grow with our easy-to-use forecasting tool

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