Robo-Advisor Adoption Survey Form
Help us understand your experience, perceptions, and preferences regarding robo-advisors. Your responses will remain anonymous and are valuable for improving digital investment solutions.
How familiar are you with robo-advisors?
*
Very familiar
Somewhat familiar
Heard of them, but not sure what they do
Not familiar at all
Have you ever used a robo-advisor service?
*
Yes, currently use one
Yes, used in the past
No, but considering it
No, not interested
What motivated you to use or consider using a robo-advisor? (Select all that apply)
*
Low fees
Convenience and ease of use
Automated investment management
Access to modern technology
Lack of time or expertise
Recommendation from others
Other
What concerns or barriers do you have regarding robo-advisors? (Select all that apply)
*
Lack of trust in automated systems
Data privacy and security
Prefer human advisor
Unclear pricing or fees
Limited investment options
Other
How would you rate your overall trust in robo-advisors?
*
1
2
3
4
5
Which features are most important to you in a robo-advisor? (Select up to 3)
*
Low management fees
Personalized investment strategy
Easy account setup
Mobile app access
Human support available
Tax optimization
Socially responsible investment options
How likely are you to recommend robo-advisors to others?
*
Not at all likely
1
2
3
4
5
6
7
8
9
Extremely likely
10
1 is Not at all likely, 10 is Extremely likely
Please indicate your agreement with the following statements about robo-advisors.
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Robo-advisors are easy to use
1
2
3
4
5
Robo-advisors offer good value for money
6
7
8
9
10
I feel confident in the investment decisions made by robo-advisors
11
12
13
14
15
Which age group do you belong to?
*
Please Select
18–24
25–34
35–44
45–54
55–64
65 or older
Prefer not to say
What is your primary investment goal?
*
Long-term growth
Retirement savings
Wealth preservation
Saving for a major purchase
Generating income
Other
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