| Overview of your financial wellness |
Timely showed in Dashboard when your situation changes.
|
Reports may delay for a few days, and only on monthly basis or
longer. |
| Financial or investment advice |
We provide a one-of-a-kind platform for wealth forecasting.
You can easily customize your budget, set up strategic asset allocation and
retirement goals, and immediately see the intuitive analysis.
|
The service provided may depend on your asset level or the tiered advisory fee
paid, and the suggested investment may have costly management fees.
|
| Banking (deposit & loan), asset management, trading, offer to buy or sell
securities or crypto
|
None. We never ask for a client's deposit or act as a
lender, agent, broker-dealer, or asset manager. |
Some advisors do these businesses to absorb your assets under
management (AUM) as much as possible. |
| Fund liquidation and transfer needed |
No, you will keep the funds intact. |
Yes, if they manage your assets under their funds. |
| Call or email customers |
No. email is never shared externally.
|
Yes |
| Target generation to serve |
Anyone wanting to build wealth |
Baby boomers, Gen X, wealthy young adults |