By automating sophisticated services that traditionally require you to pick up a phone or visit an advisor in person, we save you time, money, and frustration. We take actions on your behalf automatically, finding ways to optimize your investments non-stop.
You no longer have to pay more than 1% per year in management fees just to get your portfolio managed by somebody who can only give you a fraction of their time. Our software works on your account non-stop, making decisions in your favor as soon as the opportunity arises, and for a quarter of the cost of a traditional advisor.
Typical investment managers perform account maintenance just annually. We monitor your account daily for opportunities that can increase your returns.
By automatically taking care of maintenance activities, like account rebalancing, tax-loss harvesting, and dividend reinvesting, we make sure you are getting the most out of your long-term investments.