Commonly asked questions
By offering concise and informative responses, this section helps users find solutions without the need to contact customer support, saving time
Celestice is an AI-powered wealth and investment management platform. It handles portfolio construction and optimization, stock and asset analysis, risk management, and autonomous financial workflows across every asset class — so investors and advisors can make better decisions faster.
Celestice serves individual investors, financial advisors and planners (RIAs/CFPs), family offices, asset managers, and institutions. The platform scales from a single portfolio to thousands of accounts, with the same optimization and risk engine underneath.
Celestice continuously monitors each portfolio against its targets and constraints, then generates tax- and cost-aware trades to correct drift. Rebalancing can run on a schedule or automatically when positions cross your defined thresholds, with a full audit trail for every proposed trade.
Yes. Data is encrypted in transit and at rest, access is tightly scoped, and we follow least-privilege principles across the platform. We never sell your data. See our Privacy Policy and Security page for full details.
Celestice provides analytics, optimization, and workflow automation. Depending on your configuration and integrations it can propose or route trades, but you stay in control of what is approved and executed. Celestice is a technology platform, not a registered investment adviser, and its output is not personalized investment advice.
Create an account to explore the platform, or contact our team for a walkthrough tailored to your firm. Onboarding includes connecting your accounts or data sources and configuring your optimization and risk preferences.

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