An intelligence that reads the rhythm, gathers the scatter and finds flowers in the rain.
Markets bubble and bottom. Life happens. The AI magic spots asymmetric risk reward opportunities, maximizes yields and returns, minimizes losses and drawdown, hedges volatility, conserves cash and capital.
- All major asset classes
- Tax smart
- Risk controlled
60%
Automanage assets
Automatically track, trade, transact, tally and tabulate ~ no sweating the small stuff.
Autobalance portfolio
Just set and forget. Smarty optimizes how you grow your wealth.
Autopilot retirement
Growth maximized. Losses minimized. Capital conserved. Chaos cleared.
Deep Dive
Institutional-grade intelligence across portfolio construction, risk, tax, planning, and operations.
Portfolio Optimization
Multi-objective optimization with mean-variance, factor-aware, and tax-constrained solvers. Efficient frontier exploration, direct indexing, and model portfolio construction across your full household.
Learn moreRisk Management
Continuous surveillance with VaR, CVaR, factor decomposition, stress testing, and institutional risk governance. Live risk posture monitoring that never sleeps.
Learn moreRetirement Planning
Living retirement programs with Monte Carlo simulation, Social Security claiming optimization, and tax-aware distribution sequencing across every life stage.
Learn moreTax Optimization
Lot-level intelligence, autonomous harvesting with wash-sale governance, disposition method comparison, and multi-year Roth conversion planning.
Learn moreAutomated Rebalancing
Drift-triggered, tax-aware rebalancing with compliance prechecks, lot selection intelligence, and batch campaign execution at institutional scale.
Learn moreSmooth the sail. Steady the ship. Stay the course.
With efficient tax structure, risk modeling and insuring uncertainity, the AI sustains forward momentum on your financial journey no matter what life brings.
Insurance coverage
Cover all bases before you swing, ready for anything out of left field.
Tax planning
Keep more of what you make and make more from what you keep.
Risk mitigation
What if ? scenarios to stay ahead of the play, whatever life throws your way.
A wealth genie at your command
Agentic AI unlike any other ~ see what’s possible, approve and watch it unfold.
Comprehensive workflows
Link accounts to unlock dashboards and workflows that track and do everything.
Actionable wealth creation
AI auto generates clear action items. Review, approve, and set them in motion.
End to end autonomy
Specify tasks and outcomes and agents can take over and see it through end to end.
100 M+ NAV
10M+ DPP
99% CRR
Take charge of your financial life!
The new code for old wealth.