Personal Finance

Company provides a portfolio management platform designed to simplify the investment process by taking investors’ words and translating them into executable investments. The platform bridges the gap between the simplicity of common words and the complex world of automated trading.

The company’s automated portfolio management system is based on written investment scenarios that users can instantly analyze and optimize to improve investment performance. In addition to the user’s request, the platform will also suggest an alternate, better-performing strategy.

Company has developed and launched an AI-powered award-winning API that identifies personal financial behaviors and predicts short-term cash flow events to avoid overdraft and late fees, while automatically building an emergency fund. The company’s banking solution is used by BBVA, allowing them to reduce financial risks and lowering operational costs while keeping end users happy and engaged. Their vision is to be the best personal cash flow prediction service to fuel autonomous financial services that improve financial health for consumers around the world.

Company helps financial advisers better assess the risk profile of their clients for business and regulatory purposes.

The platform is a mobile app that makes long-term financial planning and management easy.