How we compare

We know choosing an investment platform is hard. That is why we've put together a few facts to help you decide if AgentRisk is the right platform. For you.

  • Our differences with other Robo-Advisors

    While robo-advisors seem sophisticated by definition, most robo-advisors currently in the market offer one-size-fits-all, passive investment solutions only.
    We don't. Smart investing for us is all about active management and figuring out the strategic approach that best suits you.

  • AgentRisk Other Robo-advisors
    Active Management Active Management using Machine Learning Passive Investment
    Risk Management Dynamic Risk Management using behavioral Analytics using A.I (patent pending) Risk profile done only once (during signup)
    Portfolios Income, growth and capital preservation portfolios Only growth portfolios
    Assets protection Protect assets on your command by talking to Richard (AgentRisk's A.I) No short-time protection from market drops
    Strategies Machine learning driven strategies to increase income and returns No option strategies to increase returns
  • Our differences with Wealth Managers

    While the average wealth manager offers no protection, no active management, no strategies and a lock-up period, AgentRisk offers dynamic risk management using behavioural Analytics, option strategies that protect your assets and next-day liquidation.

  • AgentRisk Wealth Managers
    Dashboard and mobile app Online dashboards and Mobile app with chatbot Passive dashboards and mobile app
    Active Management Active Management using Machine Learning No active management (unless fees 2%+)
    Risk Management Dynamic Risk Management using behavioural Analytics using A.I (patent pending) Risk management using 5-10 questions done once every six months
    Portfolios Income, growth and capital preservation portfolios Income and growth portfolios
    Assets Protection Protect assets on your command using option strategies No protection of assets using option strategies
    Strategies Machine learning driven strategies to increase income and returns No strategies
    Liquidation Liquidate-next-day Liquidation can take up to a week
    Funds Using ETFs (lower fees) Using Mutual Funds
    Fees 0.6% yearly flat fees for AUM 1.2% average fee
START YOUR INVESTMENT PLAN NOW WITH RICHARD
  • Richard

    Superhuman Wealth Manager

    Hello, I'm Richard, your Artificially Intelligent, Personal Wealth Manager!
    I'm available 24/7 and can dynamically protect, balance and enhance your portfolio, making sure it always matches your lifestyle and goals.

    Get Started
  • Frequently Asked Questions

  • What types of accounts does AgentRisk currently support? Agentrisk currently supports taxable investment accounts including individual, joint, trust accounts and IRA that feature a portfolio value greater than AgentRisk's minimum amount requirement.

    Can I transfer a portion of an existing brokerage account to AgentRisk? Yes. Through a fully electronic process you can transfer all or part of your account from most brokerage firms. AgentRisk will recommend a transfer plan for each of the securities in your account and generate a list of assets to be transferred.

    Can I take a look at a sample portfolio before committing? Your portfolio contents will depend on your financial profile and the strategy that will be applied to your account. However, you can get a better idea of what your portfolio will look like by clicking here to learn more about our portfolios.

  • Which custodian does AgentRisk work with? AgentRisk chose Interactive Brokers (IB) as its brokerage partner and custodian. Interactive Brokers is one of the most trusted and established brokerage firms in the world, rated Top Online Broker for the Sixth Consecutive Year by Barron's 2016.

    What is the minimum amount required to invest with AgentRisk? Our account minimum is $50,000, which entitles you to an actively managed, diversified portfolio of low cost index funds enhanced with our proprietary option overlay and tax-loss harvesting strategies.

    What happens if my financial circumstances change? Our portfolios and strategies are dynamic. Simply update your profile and your portfolio will automatically be adapted to your new needs.

  • Talk to us

  • Your peace of mind is our priority. Contact our support team with your questions or feedback anytime, anyhow.

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