Solution introduction
Your digital wealth manager
We are your adviser, not a bank
We provide you tools and data to:
- Learn from the masters: Model portfolios based on institutional strategies.
- Know what to expect: Customize your investment strategy and backtest its performance
- Dry run: Paper portfolios to test your strategy in real life.
We implement your strategy in your own brokerage account
We maintain your strategy (e.g. rebalancing)
We do not “touch” your money and cannot move your funds in, or out of your brokerage account
