How It Works
Our tech-powered, client-focused approach makes advanced investment strategies simple, accessible, and tailored to every portfolio.
Our Three-Step Process
1
Secure Broker Authentication
With industry-standard encryption, our platform connects directly to your brokerage account
- • No storage of your login credentials
- • Seamless integration keeps your data and assets safe
- • Real-time synchronization with your portfolio
2
Intelligent Portfolio Analysis
Our technology analyzes your portfolio and identifies which strategies best fit your unique holdings.
- • Evaluates holdings, risk profile, and performance metrics
- • Matches strategies tailored to your specific portfolio
- • Provides personalized, data-driven insights
3
Execution & Monitoring
Execute strategies directly through our platform and stay on top of them with continuous monitoring.
- • Place trades seamlessly via your broker connection
- • Track performance and risks in real time
- • Get alerts to ensure strategies stay on track
- • Maintain full transparency and control over every position
Security & Infrastructure
Data Encryption
All data is encrypted in transit and at rest using bank-level security protocols.
SOC 2 Compliance
We maintain SOC 2 Type II compliance for security, availability, and confidentiality.
Access Controls
Multi-factor authentication and role-based access controls protect client information.