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Finder Robo advisor Customer Satisfaction Awards 2024

We asked Australians how satisfied they were with their Robo advisors. Here's what they told us.

The Finder Customer Satisfaction Awards ask Australians which brands and products they trust and love the most. For the Robo advisor customer satisfaction awards, we surveyed Australians to rate their robo advisor.

Here are the results.

Most Loved

Most Loved badge
InvestSMART logo

InvestSMART is our Most Loved winner with an overall score of 4.23 out of 5. It scored highly for user experience, customer service and features.

Loved brand

Most trusted

Most trusted badge
InvestSMART logo

InvestSMART also took the prize as the most trusted robo-advisor, with 91% of users agreeing it was a reliable and trustworthy company, and solid marks across the board.

Trusted brand

Legendary service

Legendary service badge
InvestSMART logo

InvestSMART makes it an awards trifecta as the winner of the service category. It scored highest for customer service and user experience.

Quality service

Best robo advisor for customer satisfaction in 2024

PlatformOverall satisfactionTrustworthy/reliable
InvestSMART★★★★★ 4.23/591%
Stockspot★★★★★ 4.12/582%
QuietGrowth★★★★★ 3.95/568%
Syfe★★★★★ 3.93/569%

How we picked our Robo Advisor Customer Satisfaction Awards

Each year, thousands of Australians rate brands they've used as part of Finder's Customer Satisfaction Awards program. Aussies rate brands within a product category across a range of metrics, including 'value for money' and 'customer service'. Finder worked with leading data, insights and consulting company, Dynata to survey customers and collect their responses.

  • Customers were asked to review a range of products they purchased or used recently.
  • The recency period varied from within the last year to within 5 years, depending on the category.
  • For each brand within a product group, a minimum sample size was established, with the sample sizing varying by product category. Brands that received fewer than 25 to 30 responses did not qualify for consideration for a Finder Customer Satisfaction Award. There was also a maximum limit of 35 responses per brand in each product category, with some exceeding this slightly.
  • We used the following metrics to assess brands, and asked customers:
    • if they thought the brand was trustworthy/reliable. This result was scored out of 5 as a percentage. For example, if 80% of customers said they thought a brand was trustworthy/reliable, it received a score of 4 out of 5.
    • how they would rate each robo advisor overall on a scale between 1 and 5 and in terms of: Customer service, features and benefits, fund performance, fees, as well as user experience.

The final scores were calculated as follows:

AwardWeightings
Most Loved
  • The average of all metrics scored
Most Trusted
  • Whether or not the brand is trustworthy/reliable: 80%
  • All other pillars: 20%
Legendary Service
  • "Customer Service": 80%
  • All other pillars: 20%
  • If a brand no longer exists in the market, they were disqualified and excluded from our assessment, meaning that they were ineligible for consideration for any Award (even though responses may have been collected in relation to the relevant brand's product(s) at such time that they were previously available). However, if only the brand's name changed and the products remained the same, the brand was still eligible for consideration for an Award and was assessed by us on the basis of the new brand name.
  • The Finder Customer Satisfaction Awards is an independent awards program and commercial partnerships do not influence the results in any way.

Disclaimer: We tried to collect feedback and data from survey participants on as many products and providers in the market as possible. Although we were able to assess an extensive range of products and providers from the survey responses, we can't say that every provider and/or product currently available in the market was considered as part of our review and winner selection process. Some products and/or providers may have been omitted from survey responses and therefore not considered by us for any Customer Satisfaction Award. Survey customers received an incentive arranged by Dynata. Read our Advertiser Disclosure.

Meet our experts

Kylie Purcell

Kylie Purcell, Senior Editor, Investments

Kylie is Finder's investments expert. She is responsible for selecting the awards criteria we use to determine the winners.

Piyush Pillai

Piyush Pillai, Insights analyst

Piyush is an insights analyst at Finder and is responsible for developing the methodology for Finder's Product Awards. He holds an MBA from Macquarie University and a MSc in Banking and Finance from the University of London.

Thomas Stelzer

Thomas Stelzer, Investing editor

Tom is a publisher and finance writer, specialising in crypto and investing. He first started investing in crypto in 2017.

Past award winners

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