Automate portfolio management with AI-driven, low-cost portfolios tailored to your investment strategy, starting from a $100 minimum.
Leverage diversified portfolios, including socially responsible options, managed with transparent, asset-based fees.
Zekai Verdict
- What is it?
- Interactive Advisors is a robo-advisory platform that creates and manages diversified, low-cost investment portfolios.
- Best for
- Best for automating satellite portfolio allocations with specialized, low-fee strategies, including tax-loss harvesting…
- Not ideal for
- Service is only available to clients in the United States.
- Price
- 0.10% AUM Fee
- Zekai Score
- 6.8/10
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See all 96 AI tools for Investors →For investment professionals in the United States, Interactive Advisors is a top AI-powered tool. It offers low-cost, automated portfolio management with asset-based fees from 0.10% to 0.75% and a low $100 minimum. Its strengths lie in providing dozens of specialized portfolios, including ESG and thematic funds, plus advanced features like tax-loss harvesting, making it ideal for hands-on investors who want automated, yet controlled, strategies.
Your workflow, automated
Before & After
Managing satellite portfolios manually is time-consuming and incurs high trading fees.
Hours spent on rebalancingAutomate portfolio management with low, asset-based fees and zero trading commissions.
Minutes for setupTry it with these prompts
Copy any prompt and paste it directly into the tool.
Create a diversified, low-cost portfolio tailored to my specific needs. I will answer a few quick questions to guide the personalization process.
Show me the portfolios that have demonstrated the highest returns over the last 365 days. I want to invest in historically strong performers.
I want to invest in companies aligned with social justice goals. Please show me portfolios focusing on fair labor, gender equality, LGBTQ inclusion, and racial equality.
Prompts for Investors
Trusted by professionals
Interactive Advisors integrations
Best Interactive Advisors alternatives
Interactive Advisors vs. Betterment: For the investment professional, the choice depends on the desired level of control. Choose Betterment for a pure set-it-and-forget-it experience with a strong focus on goal-based investing and financial planning tools. Opt for Interactive Advisors when you want more granular control over your strategy by selecting from dozens of specific thematic and SRI portfolios. Its direct upgrade path to a full Interactive Brokers account makes it the superior choice for traders who want to run automated strategies alongside their self-directed trading activities.
Is Interactive Advisors worth it?
Why Investment, Venture Capital & Trading choose this tool
Key Use Cases
Interactive Advisors excels at providing a flexible, low-cost robo-advisory service for professionals who want more control than a typical set-and-forget platform. The main trade-off is that it's a US-only service, which limits its use for global teams or international clients.
Frequently asked questions
Is Interactive Advisors available outside the United States?
What are the fees for using Interactive Advisors?
What is the minimum investment required?
Can I choose my own investments?
How does Interactive Advisors help with taxes?
Is my money protected?
Last reviewed:
Interactive Advisors pricing and plans
Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.
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Take it with you
- **Automate Core Holdings:** Use AI-managed portfolios to handle your core satellite strategy.
- **Access Thematic Plays:** Invest in themes like Undervalued Companies, Income Generation, or Social Justice.
- **Minimize Tax Drag:** Leverage built-in Tax-Loss Harvesting to improve after-tax returns.
- **Keep Costs Low:** Benefit from asset-based fees starting at 0.10% and no trading commissions.
- **Start Small:** Get started with a low minimum investment of just $100.
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About Interactive Advisors
Full Description
Interactive Advisors is a robo-advisory platform that creates and manages diversified, low-cost investment portfolios. It caters to hands-on investors by offering dozens of pre-built portfolios, including options for socially responsible investing (SRI), income generation, and undervalued companies.
Editorial Verdict
Interactive Advisors excels at providing a flexible, low-cost robo-advisory service for professionals who want more control than a typical set-and-forget platform. The main trade-off is that it's a US-only service, which limits its use for global teams or international clients.
