The pandemic has highlighted the need for wealth management solutions that offer a human touch, setting the hybrid robo-advisor business model up for success

Here's how incumbent wealth managers are successfully implementing the hybrid robo-advisor model—and a blueprint other legacy players can follow before they make the switch themselves Get the Full Report →

In The Hybrid Robo-Advisors Report, Insider Intelligence examines hybrid robo-advisors' operational benefits for incumbents looking to diversify their offerings, and highlights how the pandemic has affected such companies. We define a maturity model for hybrid robo-advisors to showcase important features and capabilities that incumbents should take note of to find success, especially when it comes to adding human financial advice to digital products. The report also spotlights four key incumbent players in the US hybrid robo-advisor space—Charles Schwab, TD Ameritrade, Vanguard, and BlackRock—and evaluates their onboarding processes, technology and human advice, and pricing. Additionally, we discuss key considerations regarding their offerings. In full, this exclusive report:

1 Outlines the benefits of offering a hybrid robo-advisor 2 Explains how the coronavirus pandemic has impacted the sector, and provides recommendations what companies can do to navigate the crisis 3 Details what kind of features a hybrid robo-advisors should have to be competitive, and provides insight about where a service falls on our maturity scale 4 Spotlights four players within the hybrid robo-advisor space and offers insights into their respective services 5 Discusses how these four players onboard new clients, manage portfolios, price offerings, and notes key considerations for each of their services Get all of these insights and more when you purchase the Hybrid Robo-Advisors report for $495. Buy the Report Today →

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