ModernAdvisor is the latest addition to the financial - advisory space with the Toronto - based start - up set to launch next month . The firm plans to differentiate itself from other robo - advisors by identifying and tracking﻿ clients ' financial goals , informing them when they are off - track and making﻿ efforts to bring their portfolio back inline . As well as expanding across Canada , it aims to work with financial advisors .
ModernAdvisor is the latest entrance to the robo-advisory space with the Vancouver-based start-up set to launch next month. The firm plans to differentiate itself from existing robo-advisors by identifying and tracking﻿ clients' financial goals, alerting them when they are off-track and making﻿ recommendations to bring their portfolio back inline. As well as expanding across Canada, it aims to work with financial advisors.