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Holistic Overview
We aggregate and report wealth across all wealth sources. We aim to provide a transparent overview of consolidated wealth.
Sustainability
Review and optimize portfolio sustainability with customized reporting and simulation tools, in line with personal preferences.
Risk Analysis
We continuously track holistic as well as detailed investment risk profiles. The risk calculations follows client wealth and investment preferences, so you have 24/7 risk tracking.
Simulation tool
Our powerful AI-based simulation tool allows you to be in full control of investment decisions. The platform can also offer advisory services when you want it.
Ready to get started?
Basic Suite - VIY
The basics you need to start managing your wealth and investments
Advanced Suite - DIY
The basics suite plus simulation and trading.
Pro Suite - DIWY
The full suite including wealth planning and investment advice.
Ready to get started?
Basic Suite - VIY
The basics you need to start managing your wealth and investments
• Wealth Management Dashboard
• Risk and Performance analysis
• Sustainability Analysis
Advanced Suite - DIY
Includes Simulation and Trading.
The Basics Suite plus:
• Simulation Tool
• Trading solution
Pro Suite - DIWY
The full suite including wealth planning and investment advice.
The Advanced Suite plus:
• Access to portfolio algorithm with own preferences
• Wealth planning and investment advice when required.
• Discretionary mandate
