Real-time control over finances to manage and increase wealth for self-directed customers. Anytime, anywhere, simple and convenient worldwide brokerage, investment portfolio management and open architecture mutual funds platform integrated with banking.
New generation wealth management for self-directed investors, not asking for advice, yet using reliable data and efficient tools to ensure wealth preservation and growth, as well as global financial management.
Fully functional mobile application for both experienced equity market players actively growing their wealth, and first-time, risk-averse investors looking for alternatives to savings.
Preserve or grow your capital with investment portfolios - a set of securities selected by us. Choose, accordingly to your desired risk level: Shelter, Defensive, Growth or Aggressive. All of them are:
- Affordable – low fees for wealth management service.
- Transparent – no hidden fees & charges.
- Actively Managed – rebalanced, as market conditions change, in order to keep its performance in line with your goals.
Invest by yourself in equities, bonds and ETFs on some of the world’s biggest capital markets, self-manage them independently, track investments 24/7, in real-time, whenever is most convenient for you.
Experience banking and investments fully integrated with seamless conversion between Personal Accounts, Savings, Multicurrency Brokerage and Investment Portfolios.
All-in-one Financial Dashboard
Banking and Investments fully integrated. Seamless conversion between personal accounts and brokerage or investment portfolios.