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Goldman Sachs offers Motif's indices through structured investments for its clients. Other partnerships include one to provide digital tools to U. Still, it has been on the edges of digital wealth management while other independent startups and traditional brands have established their own robo advice offerings. But he is quick to challenge the notion as to whether robos provide wealth advice. My problems have been around the confidence they give people.

To me there are a lot of frailties in the robo advisory world. More firms will try to tinker with the robo approach to offer products outside of ETFs. For example, some portfolios might only include companies with well-regarded corporate governance or a small carbon footprint. We are all creatures of concepts. We think conceptually about investing.

Humans are expression engines. Instead of forcing investors to choose thematic portfolios and stick with them, Motif also enabled investors to customize their portfolios by including or excluding specific stocks. The Motif Impact Portfolios had an annual fee of 25 basis points and the Motif Thematic Portfolios charged an annual fee of 50 basis points. Like almost all others, Motif supported individual and joint taxable, retirement, and trust accounts.

Sandrib, who previously worked for ICE Data Services, focuses on researching digital wealth management and RIAs, among other areas of financial services. Motif could not be reached to comment. Larger incumbents in financial services are criticized for being slow-moving but they partly might just be waiting to see how different business models of upstart fintech companies fare.

They also have the size and scale to pursue new offers to investors knowing it might not be as profitable or at all in the near future. They can afford to play the long game. Folio also expects to continue to work — and potentially expand its relationship — with the RIAs coming from Motif. Folio Institutional is currently a custodian to more than RIAs.

The company declined to share the total value of the assets under custody.

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It Was Troubled Before Then. Competitors caught up to the fintech company and ultimately won. The company that enabled retail investors and financial advisors to invest in thematic portfolios was ceasing operations. The accounts will be ready to trade the next day and Motif negotiated a reduced monthly rate for the transplants.

But since Motif was founded in , the field of companies helping self-directed investors has changed dramatically. Morgan, and a handful of venture capital firms. Investors could fund accounts then search for and choose to invest in certain thematic portfolios.

For example, some portfolios might only include companies with well-regarded corporate governance or a small carbon footprint. We are all creatures of concepts. We think conceptually about investing. Humans are expression engines.

Instead of forcing investors to choose thematic portfolios and stick with them, Motif also enabled investors to customize their portfolios by including or excluding specific stocks. The Motif Impact Portfolios had an annual fee of 25 basis points and the Motif Thematic Portfolios charged an annual fee of 50 basis points. Like almost all others, Motif supported individual and joint taxable, retirement, and trust accounts.

Sandrib, who previously worked for ICE Data Services, focuses on researching digital wealth management and RIAs, among other areas of financial services. The best use of the mobile app is really for exploring new thematic portfolios, since the app allows investors to quickly check their performances over time and what stocks are included. Keep in mind that these performance figures are for thematic portfolios.

Motif, like many other robo-advisor services, does not publish much information about the historical returns on its Impact portfolios. However, this is more justified for Motif given that even Impact portfolios can be highly customized. What really sets Motif apart is the level of customization that investors have to choose the companies and values they are investing in and to diversity their own portfolios. Key Differentiators Motif is an interesting hybrid platform that gives investors the option to choose between automated portfolio management, curated portfolios, and self-directed stock and ETF investing.

This fluidity itself is a reason for experienced investors to opt for Motif, since they can do everything in a single place for relatively reasonable costs. That said, the huge range of investment product offerings and thematic portfolios can be overwhelming for beginners who simply want to save for retirement without thinking too much about it.

The complexity is a major differentiator between Motif and other robo-advisors, such as Betterment, Acorns, Wealthfront, and Twine. The thematic portfolios, the vast majority of which are community contributed, are a huge draw for Motif. Few other trading platforms have this depth of portfolio offerings and the performance metrics to back them up.

Better yet, investors can fully customize thematic portfolios with a build-your-own option.

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