Brokers and banks have historically focused on selling you products and getting you to trade. They never thought about actually helping you manage your portfolio over the long run so that you can reach your investment objectives, invest based on your values while feeling in control of your portfolio at all times.
We are on a mission to close this gap. Our cutting-edge portfolio tracking and optimization tools and insights empower our users to invest better. To us, "Better Investing" means three things:
1. Consistent investment returns to meet long-term return expectations
2. Enable investing with a positive impact on the climate
3. Streamline portfolio tracking to save our users tons of time