For Wealth Managers & Advisors

Stop managing client portfolios in spreadsheets

Modern portfolio rebalancing for independent wealth managers, RIAs, and family offices. Tactical strategies. Automated signals. Multi-currency support.

We're building a professional platform for advisors. Request early access:

Sound familiar?

You manage portfolios across multiple clients. Each has different allocations, risk profiles, and reporting needs.

Right now you're juggling Excel spreadsheets, manually checking drift, calculating rebalancing trades, and generating reports by hand.

It works, but it doesn't scale. And it's not how you want to spend your time.

What we're building

A modern platform designed for independent advisors — not a scaled-down version of enterprise software.

Multi-Client Dashboard

See all client portfolios at a glance. Instantly identify who needs rebalancing and prioritize your actions.

Automated Rebalancing

Generate precise trade lists for each client. Support for multiple strategies: static allocation, momentum, volatility-adjusted.

Tactical Strategies

Built-in support for GTAA momentum strategies. Offer differentiated, rules-based approaches to your clients.

Client Reporting

Generate professional reports with performance, allocation breakdown, and trade history. White-label ready.

Compliance Ready

Audit trails, suitability documentation, cost disclosures. MiFID II support for EU-based advisors.

Brokerage Integration

Connect to Interactive Brokers, Schwab, and other major custodians. Import holdings, export trade lists.

Alternative Assets

Track private equity, real estate, and other alternatives alongside public holdings. Present the complete picture to clients.

Security & compliance built in

We're an EU-based company that takes privacy and security seriously. Enterprise-grade protection without enterprise complexity.

  • Privacy-first

    GDPR compliant. Your client data stays yours.

  • Multi-currency native

    USD, EUR, GBP, CHF — handle clients globally

  • Compliance-ready

    Audit trails, reporting, MiFID II support for EU clients

  • Affordable pricing

    Not enterprise pricing. Designed for independents.

Global
Multi-currency
GDPR
Compliant
MiFID II
Ready
ISO 27001
Audit in progress

Interested? Let's talk.

We're looking for early design partners to shape the product. If you're a wealth manager who wants to ditch the spreadsheets, we'd love to hear from you.

Or email us directly at [email protected]