Compare The Platform: Exo Investing

/Exo Investing

Exo Investing

Exo Investing launched in April 2018. After a questionnaire on attitude to risk, investment experience and goals you are assigned a risk profile. Investors can choose the ‘style’ (e.g. low-volatility, socially responsible, corporate). If you’re unsure, AI algorithms tailor your portfolio.

Only ISA or general account available. Investors pay 0.75% a year to use Exo Investing and a 0.25% fee for ETF charges. No other charges.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
SIPP coming soon
Research, Tools and Information

Advice, help and contact

Live Webchat support available. A content hub with guides and videos.

Further information

10 different risk levels offered.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
£0-£99,9990.75%
£100,000+0.50%
Ave underlying fund charge0.25%

Minimum Investments

Lump-sumTop-upsMonthly
£5,000

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
2.0
3.0
3.0
3.0
Only ISAs and GIAs. Content hub with articles, ebooks and videos.Good. Tiered.Limited product range, but good guidance and decent charges. App feels clear and concise, but lacks some web features.