Everyday Investors

Client First

Track All Your Clients In One Place

Create bespoke or leverage SMA portfolios for each of your clients. Build and share their unique portfolio in minutes.

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Easy Onboarding

Get up and running in minutes

Thousands of Securities

Get access to over 10,000 North American stocks and ETFs

Strong Security

Keep your money with your existing brokerages. No moving funds required.

Advanced Analytics

Get in-depth insights into how your portfolio is constructed to manage risk

Smart Integrations

Tie into your existing brokerages

Automated Tracking

See how you perform in the real world with a paper portfolio

Manage Your Investments

Streamline Client Communications

Manage your clients, letting you spend more time acquiring new business rather than maintaining exiting accounts

Automate KYC

Get your client onboarded in minutes

  • Complete KYC questionnaire
  • Analyze investor profile
  • Begin building a compliant portfolio
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Hundreds of Model Portfolios

If you leverage models for your clients get access to over 100 unique models to replicate

  • Onboard Client
  • Find related portfolios
  • Replicate
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Identify The Best Stocks To Invest In

Leveraging our investor risk analysis, build a bespoke portfolio for each client

  • Research 1000s of investments
  • Filter of 100s of themes and interests
  • Compile your portfolio
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Automated Updates

Relay automated portfolio updates and in-app messages to each of your clients

  • Automated updates
  • Realtime performance updates
  • In-app communications
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Gain Financial Literacy

The Only Platform Making You A Better Advisor

Don't treat your clients as a number, build them a bespoke portfolio with seamless updates

Your Portfolio Risk

Analyze Your Client's Portfolio's Risk

See their portfolio's risk score and make adjustments in seconds. Prevent undue risk

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See What The Pros Are Doing

Test New Strategies With Paper Money

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Get Inspired

Collaborative Investing At Your Fingerprints

Work with your client, helping manage a more effective relationship

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Shareable Portfolios

Younger clients want visibility into their portfolio. Share their performance in a live dashboard.

  • No more phone calls
  • Realtime updates
  • Two-way client communications

Get Alerted

Monitoring your client's portfolios can be exhausting. Instead, set some alerts and get automatically notified across a range of different indicators

  • Portfolio returns
  • Portfolio volatility
  • Subscribed portfolio changes
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Our Latest Articles

Discover Our News And Articles Keep Up With The Latest

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Factor Investing: Improving Your Investment Strategy

Factor investing is a strategy that chooses securities based on attributes that are associated with higher returns. These attributes, or 'factors', have been historically proven to outperform the broader market over time.

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You May Be Holding An Undercover Tech Portfolio

Popular index ETFs are behaving like tech portfolios due to their high tech ownership rates. Are you holding an undercover tech portfolio?

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Why Total Stock Market Funds are Worth Considering

You've likely heard of total stock market funds But do you really know what they are, how they work, and more importantly, if they're the right fit for your portfolio? Let's dive in and find out!

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