Alternatively, robo - advisors / online portfolio management providers are a good option for people who want customized portfolios with minimal fees. (moneywehave.com)
Bank of Montreal may agree — they've rolled out their own SmartFolio online portfolio management service as of January 2016. (moneysense.ca)
Robo - advisers use online portfolio management tools to assemble low - cost portfolios of exchange - traded funds (ETFs) for retail investors who don't want to do their own asset allocation and rebalancing. (moneysense.ca)