Wealth Simpler

Inspiration

With the emergence of technology over the past three decades, anything that can be put into an algorithm has been mustered into providing services which now require little to no human supervision. But giving tailored financial advice based on current situations about future trends is something that still needs to be taken with a grain of salt. According to Emerd, “Robo-advisor firms” provided disappointing information when it came to providing transparent information to its clients. They claimed that companies are keeping their profit models a secret. The key differentiator about our product is that we provide transparent tailored financial advice based on Fidelity’s backend data of the 255 various products available in the market right now, while taking the customers age, duration of investment, risk profile etc. into account. The customer is given the opportunity to review our advisory services and then dynamically agree or disagree to it and give more precise metrics and with continued machine learning we can come with more catered advisory services.

What it does

Our product provide transparent tailored financial advice based on Fidelity’s backend data of the 255 various products available in the market right now, while taking the customers age, duration of investment, risk profile etc. into account.