Capture and model your complete portolio across a variety of well-defined (or custom) asset types:
Track, analyze and plan your passive income streams, tied back to your plans and goals.
Our platform guides you through a complete process of financial planning—from setting personal goals to tracking progress and gaining insights into your investments.
Our platform is designed to support your financial journey, whether you're just starting or managing multiple investment accounts. We strive to provide:
We value privacy, and do not gather personally-identifiable information. We only use products and technologies that do not track you, and incorporate a passwordless approach to only require a valid email address. Read more in our Technology and Privacy Policy
We follow cybersecurity best practices, and continuously monitor the state of the industry to provide secure services to protect your data.
We are a decentralized application (dApp), and deploy our application as part of the Flux Cloud Network.
We target battle-tested technologies and services to provide you the most reliable service possible.
Your satisfaction is paramount to us. Without you, our service couldn't exist, and we want to provide the best experience to help you achieve your goals! We sincerely appreciate any requests/feedback to add enhancements/improvements to make the service better for the community!
For new investors and those exploring the platform, with access to all planning tools and community support.
Recommended for investors of all levels. Get unlimited access to assets, transactions, and priority support.
Dedicated investors receive a 17% discount for purchasing an annual subscription.
Take control of your financial future with a comprehensive platform that brings together traditional and non-traditional assets. Manage your real estate, business ownership, and tradable assets in one intuitive interface, built for strategic growth and long-term wealth.
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Investment Strategic Partners
