04 Sep MyRoboAdviser’s New User Experience
MyRoboAdviser’s™ New User Experience:
MyRoboAdviser’s user interface has recently been updated with a new fresh look, intended to help improve the client experience. The improvements were based upon customer driven feedback. A new tool for retirement planning has also been added.
Three major elements have changed and you will see the following changes when you log into your account:
- A new navigation menu designed to help give you a birds-eye view of your goals,
- ability to obtain clearer information about your goals with less clicks, and
- an easy-to-view experience when you’re reviewing your investments on a mobile device.
The new navigation menu is located at the left of your screen when you’re viewing your account on a larger device. This allows you to see each of your goals as well as provides the opportunity to add an additional goal at the click of a button. You will also have easy access to view your important documents, performance information and our personalized advice for you. Your total net worth, managed balance and earnings still all show up on the home page above your goals.
When you click into a goal, the top menu now includes a “plan” button. If you click this button, it will show you a breakdown of your specific goal and analysis of the goal’s outlook. You can input your desired spending power at the end of your goal and the tool will project the amount you will need to save each year to attain your goal. You will also be able to see the projected spending power based off of your current savings habits. Overall, this tool allows you to experiment with savings and spending goals and provide insight on how you can achieve your financial goals.
Another enhancement that went into the updated design improves functionality for those that log on with smaller devices to manage their finances.
Betterment provides the technology “backbone” and user interface for MyRoboAdviser™. Some of the tools on the Betterment website, including financial projections for goals apply solely to the 2-dimensional models designed by Betterment and are not applicable to MyRoboAdviser’s 3-dimensional asset allocated models.
If you have any questions about holdings in your account or one of our models, or perhaps have another question about our services, you can contact us directly at 920.785.6012 or email us at firstname.lastname@example.org. My Robo Adviser™ has partnered with Betterment for Advisors as our technology solution to provide our services to our clients. Betterment maintains a support line you can also call for help with navigation, linking your accounts or other site functionality. You can call the Betterment for Advisors support line at 800.400.1571.
Last updated, September 4, 2018
Content contained herein is presented is for informational and educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of individualized investment, tax or legal advice.
My Robo Adviser is a digital investment service advised by ETF Model Solutions, LLC. Investments recommended by My Robo Adviser™ involve risk and will fluctuate in value. Unless otherwise stated, investments are not insured or guaranteed. May lose money. My Robo Adviser™ utilizes the platform and technology services of Betterment LLC, an SEC Registered Investment Adviser. Betterment provides the wrap fee program that assists us in providing our services to you. Custody and trading services for the program are provided by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.
My Robo Adviser’s services are specific to the investment goals that you identify. We do not provide comprehensive financial or tax planning.Our advisory services rely upon an algorithm designed and maintained by Betterment to assist us in determining our portfolio recommendations. Unless you directly consult with My Robo Adviser™ advisory personnel, the algorithm is the sole basis of the advice.
Clients and perspective clients should be aware that certain tools and content on the Betterment, LLC website, including projected returns, functionality, tax-coordinated portfolios and links to investment philosophy, research, educational materials and FAQs apply solely to Betterment’s 2-dimensional portfolios and may not apply to MyRoboAdviser.com’s 3-dimensional investment recommendations.
Existing My Robo Adviser™ clients are reminded to login and update personal information whenever their goals or personal financial circumstances change. Clients should also confirm that their current goal allocation is aligned with the recommended target allocation provided for each goal. Clients with questions regarding their account, personal financial circumstances, goals, or an investment allocation with respect to our service should contact us via email or telephone.
Prospective clients contemplating opening an account with My Robo Adviser™ are advised to read My Robo Adviser’s Form ADV Brochure, Part 2A for important disclosures about our services, business practices, the costs and risks of investing, and other important considerations prior to opening their account. You can access the most recent version of our Form ADV via a link on our website.
ETF Model Solutions, LLC. is registered as an investment adviser with the SEC. Registration does not imply a certain level of skill or training. If you have any questions about our professional services, please call us at 920.785.6012 or email support@MyRoboAdviser.com.