Compare robo-advisors
We compare Chloe by 8 Securities, Aqumon and Kristal.ai to help you pick the best one.
Comparison: Human Advisor vs Robo-Advisor
Traditional Human Advisor
Robot Advisor
Min. Investment Threshold
Min. Investment Threshold
Depends but generally quite high
As low as HKD 1,000
Fees
Fees
2% or above
Below 1%
Portfolio Creation
Portfolio Creation
Any investment product
Mainly global ETFs
Service Hours
Service Hours
Depends on their working hours
24/7
Investment Decision Factors
Investment Decision Factors
Data, experience, mood, market sentiment, etc
Consistent data-driven methodology
Target Audience
Target Audience
People with high capital who may need more complex portfolios
Passive investors with less time or money, who want investing to be as simple as possible
Robo-Advisors: How do they stack up
Syfe
Account Funding Requirements
HKD 10,000
Fees
0.35%-0.65% AUM
Stashaway
Account Funding Requirements
HKD 10,000
Fees
0.2%-0.8% AUM
Welcome Offer: New customers who successfully open a StashAway account via Planto’s link can enjoy 3 months of free management for up to HK$50,000.
Aqumon
Account Funding Requirements
HKD 10,000
Fees
0.5%-0.8% AUM
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