Answer a few simple questions about your financial goals, investment timeline and values. We use your answers and match your risk profile to help build you a personalized investment portfolio you can believe in.
We help you connect to all your brokerage accounts so you can view everything in one place. Once connected, you can select among multiple investment strategies and easily monitor your investment portfolio performances 24 hours 7 days a week. Your money remains in your full control.
With the help of our advanced technology and artificial intelligence combined with the investment products available from your broker, we’ll build and propose to you a diversified investment portfolio that matches your financial situation and provides you the best route to achieve your financial goals and values.
Once you’ve approved your investment portfolio, we’ll launch it automatically on your chosen brokerage account. Our technology will continue working 24 hours a day 7 days a week monitoring your investment portfolio. You can setup personalized notifications so you can get alerted on any changes so you can relax and let your money work for you.