Pattern Financial vs Finequities Usage & Stats
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Achieve your goals with one-on-one, on-demand advice from your matched financial advisor and seamlessly invest in portfolios tailored to your needs. Feel confident with personalized financial plans, asset management, and access to private equity investments (coming soon).
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Match with a Credentialed Financial Advisor based on your goals.
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Get on-demand answers to your most pressing financial questions via live chat with your matched advisor. From retirement planning and tax optimization, to tricky questions regarding stock options and equity grants, our advisors are here to help you achieve your financial goals.
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Investing made easy. Answer a few questions about your situation and aspirations, and we’ll recommend a diversified portfolio that’s personalized for you. We’ll handle the trades. Need more help or have questions? Reach out to your team in the Pattern app or, simply sit back and watch your money work through Pattern’s dashboard.
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Legal
Investment Advisory Services offered through Pattern Advisors LLC (“Pattern”), a Registered Investment Advisor. Investments involve varying degrees of risk. Past performance is not a guarantee of future performance. It should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Privacy Policy: https://www.patternfi.com/disclosures/privacy
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Finequities is a social investing platform that combines the power of artificial intelligence (AI) with social networking features. It allows users to connect with a community of investors, access investment insights, and make informed investment decisions.
Finequities provides access to a variety of investment options. You can trade stocks and ETFs, commission-free, allowing you to diversify your investment portfolio according to your preferences.
The portfolio leaderboard on Finequities is a feature that displays the performance of user portfolios in a ranked format. It shows the percentage returns of portfolios without revealing specific monetary values, giving users an idea of how other portfolios are performing.
By observing the strategies and returns of top-performing portfolios, you can gain inspiration and identify potential investors to follow, learn from or copy their strategies. It can serve as a valuable reference to make informed decisions about portfolio selection.
Finequities allows you to copy the portfolios of other investors on the platform. You can select an investor whose investment strategy aligns with your goals and risk tolerance, and your desired investment amount will be allocated proportionally among the assets held in their portfolio. Copying portfolios on Finequities is free of charge.
The “copy portfolio” feature will soon be available on the app. To receive notifications about its launch, simply click on the “notify” button on the user’s profile page.
Disclaimer: Finequities is a U.S. based Financial Technology company licensed to act as a SEC-Registered Investment Adviser, providing investors with the necessary tools to design and execute their stock portfolios in an easy, complete and effective manner. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Remember, investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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- Free
- Finance
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Pattern Financial VS. 
FinequitiesJanuary 18, 2025