Lim Chun Long Jimmy

Co-founder at PolicyWoke (Traded Endowment Policies)

12 May 2020

∙

How does the robo-advisor software handle cases whereby the trade execution fails due to some reasons such as connection errors and lack of liquidity?

Any advice?

StashAway AutoWealth Kristal.AI Syfe

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Kristal.AI

12 May 2020

Content & Community at Kristal.AI

Hi Jimmy,

kristal.AI has an auto reco process at a regular interval along with EOD basis. In case if any trade execution fails due to connection error, it is attempted again till the confirmation. In case of failure due to lack of liquidity, it is attempted again in the next trading session.

Hope that helps!

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I want to invest with Robo-advisors but I am concerned about the fees. Anyone investing with any Robo-advisors now? Are the fees reasonable?

If I move from robo-advisor to another (e.g. from StashAway to Syfe/ Endowus/AutoWealth), do I lose out cos need to liquidate assets when withdraw funds, then pump again into the other robo-advisors?

As a new investor, should I purchase ETFs using POSB invest-saver or using Robo-advisors (Stashaway/Smartly)? If I use robo advisors, will the returns be lesser/affected due to currency impact?

What's the point of having financial analysts if we have robo-advisors that do about the same job? even now we have machine learning trading algorithms for active trading, isn't it a dying job?

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