Robo-Advisory Market

Question ^*

What are your primary financial goals?

1. Retirement Planning

2. Saving for a major purchase (e.g., home, car)

3. General Wealth Building

4. Debt Reduction

5. Saving for Education

6. Other (Please specify)

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Question ^*

What is your comfort level with investment risk?

1. Very Conservative (Low Risk, Low Return)

2. Conservative (Slightly Higher Risk, Slightly Higher Return)

3. Moderate (Balanced Risk and Return)

4. Aggressive (Higher Risk, Higher Potential Return)

5. Very Aggressive (Highest Risk, Highest Potential Return)

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Question ^*

What is the most challenging aspect of managing your investments?

1. Lack of time

2. Lack of knowledge/expertise

3. Emotional decision-making

4. Difficulty choosing investments

5. Monitoring portfolio performance

6. Other (Please specify)

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Question ^*

What features are most important to you in a Robo-Advisor?

1. Low fees

2. Automated portfolio rebalancing

3. Personalized investment advice

4. Tax optimization

5. Easy-to-use interface

6. Access to human advisors

7. Socially Responsible Investing (SRI) options

8. Other (Please specify)

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Question ^*

How much support do you expect from a Robo-Advisor?

1. Completely automated

2. no human interaction

3. Mostly automated

4. with limited human support available

5. Balance of automated tools and human guidance

6. Prefer primarily human support with automated tools

7. Other (Please specify)

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