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.
Built by a team and advisors who have worked at the world's best finance companies
Built by a team and advisors who have worked at the world's best finance companies
Built by a team and advisors who have worked at the world's best finance companies
Full transparency and visibility
Full transparency and visibility
Full transparency and visibility
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.
See everything clearly with real-time portfolio updates, automatic rebalancing, and easy performance tracking for your clients.
Auto-managed portfolios
Auto-managed portfolios
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.
Automatically manage global, dollar-based portfolios that protect your clients from currency risks and keep their wealth growing.
Custom strategies
Custom strategies
Custom strategies
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.
Use low-cost index funds that deliver better, more consistent returns than most actively managed portfolios—at a lower fees for your clients.
Better client experience
Better client experience
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.
Give your clients an app they’ll love—simple reporting, clear insights, and a smooth, user-friendly experience that keeps them engaged.