
Globalize your offerings
Globalize your offerings
Globalize your offerings
One stop shop for wealth managers to offer clients global,
dollar-denominated portfolios
One stop shop for wealth managers to offer clients global, dollar-denominated portfolios.
One stop shop for wealth managers to offer clients global,
dollar-denominated portfolios




Full transparency and visbility
See everything clearly with real-time portfolio updates, automatic rebalancing, and easy performance tracking for your clients.
See everything clearly with real-time portfolio updates, automatic rebalancing, and easy performance tracking for your clients.

Risk tailored stratergies
Use low-cost index funds that deliver better, more consistent returns than most actively managed portfolios—at a lower fees for your clients.
Use low-cost index funds that deliver better, more consistent returns than most actively managed portfolios—at a lower fees for your clients.

Auto-managed portfolios
Automatically manage global, dollar-based portfolios that protect your clients from currency risks and keep their wealth growing.
Automatically manage global, dollar-based portfolios that protect your clients from currency risks and keep their wealth growing.

Better client experience
Give your clients an app they’ll love—simple reporting, clear insights, and a smooth, user-friendly experience that keeps them engaged.
Give your clients an app they’ll love—simple reporting, clear insights, and a smooth, user-friendly experience that keeps them engaged.