Your Investment Guardian
Learn exactly what's going on with your investment accounts - saving time and money.
How it Works
Step 1: Tell us your investment goals
Answer some simple questions about your investment goals, your stage of life, and where you want to be.
Step 2: Effortlessly link your investment accounts
All of your investment accounts in one, central place protected by bank-level security.
Step 3: We assess your portfolio
Comparing your risk appetite with your accounts, we ensure that your desires and allocation are aligned.
Step 4: Continuous portfolio monitoring
Using our proprietary algorithm, we review your investments on a continuous basis to ensure your money is working for you - not someone else.
Evaluate Your Portfolio Risk
We aggregate all of your investment accounts in one beautiful dashboard, so you know exactly how your portfolio is doing, overall, with a simple glimpse.
Track Down Fees
Minimize fees. Maximize Returns. Paying 1% to an advisor over your life could result in 33% less money at retirement. Know your fees so you could minimize them.
Warren Buffet admitted that he had a "tough time" beating the S&P 500. Most investors may benefit from simply investing in a low-fee ETF. How about you? Find out.
Your security is our priority. That’s why we'll use bank-level data security when launched.
Safety & Recourse
Real-time investment fraud monitoring and detection. If there's a problem, you'll know about it.