Custom portfolios for your clients
Build custom investment portfolios for all your clients. We offer a detailed KYC onboarding that filters investment products and detailed analytics to construct a purpose built portfolio for your clients.
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Simplify your practice with our platform
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Onboarding
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Profile
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Investment Research
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Portfolio Analytics
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Invite Your Friends
Get investments narrowed to your goals and beliefs
It all starts with our onboarding questionnaire. We ask you a series of questions ranging from your investment beliefs, your disposable income and what type of account your using.
We use all this information to score over 4,000 investment products - returning to you a filtered list to start your investment research from.
Understand what makes you tick
Based off your answers in your questionnaire, we distill your investment persona. This includes information about your risk tolerance, your investment traits and a sample portfolio.
Filtered Portfolio Research
We narrow in on an investment universe custom to you. From this, you can independently research investments from this universe where we provide all the key information for you to make an informed decision.
Want access to all ETFs and stocks across North America? Head over to our Screener where you can filter through the over 4,000 investments on our platform.
Construct a portfolio from the ground up
Our detailed portfolio analytics give you a snapshot on key information about your portfolio like dividend yield, return, volatility and correlation of your holdings.
Adjust the weightings of your holdings to see how that effects your overall portfolio.