Solution introduction

Invest with experts, not just algorithms

Combine the ease of online investing and the expertise of portfolio managers with Neo Invest—powered by OneVest

No more cookie cutter portfolios
Say goodbye to one-size-fits-all investing. Your goals, values, timelines, and risk tolerance are built into a custom portfolio designed with you at the heart of it.

Level up your online investment strategy
Get better potential returns with up to 3x more asset classes. Diversify your portfolio beyond basic stocks and bonds with alternative investments that help achieve better risk-adjusted returns.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.