Features
Multi-asset net worth tracking (12,000+ institutions)
Portfolio assessment and scoring
Personalized investment recommendations (asset allocation, expected returns, downside protection)
Continuous tax optimization (claimed 1.94% extra yearly return)
Retirement and scenario planning
Estate planning checklist
Tax-efficient withdrawal and income planning
AI assistant (limited in Gold, unlimited in Platinum+)
AI equity research (Platinum+)
Custom future simulations and stress-testing (Platinum+)
Private equity modeling (Pro)
Liquidity and cash-flow analysis (Pro)
Secure email for statement uploads (Pro)
Alternative data-driven stock picks
Daily watchlists of top signals
Proprietary algorithm scoring
Performance tracking history
Email and dashboard alerts
Sector and market cap filters
Comprehensive stock screener (Pro tier)
Real-time sentiment alerts
Social media sentiment analysis
Web traffic data incorporation
