Here are some common questions about Robin

What is Robin

Robin is a mobile app that makes long-term financial planning and management easy. We offer services in the form of a robo-advisor or human advisors according to the needs of each individual user, for insurance, loans, and retirement. We automatically aggregate all your information into one place and use our algorithms to find the best plan for you. After you’ve selected your plan, Robin helps you to stay on track each step of the way.

Why is it important to plan for retirement?

Being optimistic and relying on Social Security is not nearly enough to sustain your lifestyle through retirement. Saving for retirement is essential in order to achieve your desired lifestyle when you retire.

When should I start saving?

As soon as possible, starting to save early on helps you get a jump on your retirement plans and helps to ensure that you meet your goals for your desired lifestyle.

What are the advantages to using a mobile digital advisor?

Robin’s digital robo-advisor uses complex algorithms to determine the best fit for each user. It is available anywhere, anytime on your mobile phone.

What if I still want to have a human financial advisor?

We also provide support from human advisors if the user wants. This way, we can utilize the advantages of both the human and robo-advisor, and give a personalized experience for each user. You can choose as much or as little from each type of advisor to suit your needs.

How does Robin perform the digital comparison process?

Robin’s algorithm analyzes the customer’s pension profile and identifies the best offer suitable to each customer, thus saving users thousands of shekels per year. Robin has access to real time market data and it allows an updated review of relevant alternatives at any given time.

How does the app upgrade the pension plan?

Robin’s robot presents upgrades to pension products on a regular basis and allows the user to switch to an alternative policy with just a few taps.

The upgrade will be offered to the user when:

  • There is an alternative to pay lower management fees
  • There is an alternative pension plan with a higher historic yield
  • There is a more optimal pension scheme suitable to your data

We allow the saver to manage his pension wisely and save thousands of shekels a year.

How do I know which plan is best for me?

When deciding which plan is best for you, you are provided with important information about each plan such as fees, fund returns and future monthly annuity. Using this information we help you choose which plan best suits your vision.

How can I view my retirement data?

Our system will collect all your pension data with the help of the Pension Clearing House of the Ministry of Treasury. Once we have gathered all your information, you can see exactly where your money is, how much you have accrued so far, and how much you are expected to receive at retirement age. From thereon, you will have direct access to your pension data and Robin will offer you upgrades that you can activate with just a few taps.

Can I change my retirement goals?

Yes! We are constantly working to find the best retirement plan for you, including adapting to meet any changes to your goals you choose.

How does Robin account for any unexpected changes in my finances?

Our adaptable retirement plans are dynamic and can be changed for updated goals or unexpected situations.

Is my information secure?

The system uses the most advanced security methods. All the information is encrypted and the level of security is similar to that of banks and credit card companies. The technological system meets the stringent requirements of 357 of the Ministry of Treasury and the PCI standard for the encryption of credit cards.

Who are the experts behind Robin?

Robin’s team includes experts with over 15 years of experience in the fields of insurance and retirement. Our experts are available to you for any questions you may have. Want to talk to us? Click here.

Why do I need to enter my credit card information?

Entering credit card information is essential for the verification process of the Ministry of Treasury – the Pension Clearing House. The credit card data is authenticated vis-a-vis the user’s ID card and allows secure data transfer. Do not worry, we do not use any of your credit card information.

If the service is for free, how do you make profit?

Since we serve as your insurance agent, we generate income as “agent commissions” from the insurance companies and the investment houses with which we work.

During which days and hours are Robin’s services available?

Robin is available to you 24 hours a day! Our team of experts is available to answer all your questions from Sundays to Thursdays. You can reach us through the Contact Us page on our site, via WhatsApp, or on Facebook. We’d love to hear from you!