A human financial advisor delivering AI-generated, investor-DNA-tailored advice is a beautiful thing.
Track portfolio performance to goals
Link a single or multiple accounts to a goal
Link a portfolio or single account to multiple goals
Share your advice and updates through a semi-automated marketing and engagement tool
Access timely, relevant, credible news content that is compliance vetted
Solve the communication gap
Let clients see you. Securely book a client video and phone call
Aggregator of external assets including investments, property and insurance policies
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