Uploaded February 2017 | Updated September 2026, 3 weeks ago

---

Robo-advisers are all the rage today. These online tools help automate investing, from picking an asset allocation plan to buying the mutual funds or ETFs to re-balancing. What they don’t do, however, is help us with broader financial planning tasks. Enter iQuantifi. Founded by Tom White, a former financial planner and investment adviser, iQuantifi is...