Annise 对比 assetment: smart portfolios 的使用情况和统计数据
Most investors lack the education, understanding and confidence to have a reasoned conversation with their financial advisor(s). The majority just do what’s recommended and hope for the best. Further, most of us, once we have accumulated assets, have no idea how to fully utilize a Financial Advisor / Family Office, nor have any understanding as to how they’re supposed to perform.
No matter if you’re just starting out, partnering with a financial advisor, or have been lucky enough to have accumulated significant assets such that you are a member of a multi-family office, or employ a family office structure to support all your needs, Annise is here to help.
Annise will audit what’s happening from a portfolio, tax, and estate perspective, inform your advisors of your financial well being, enable you you and your team to make reasoned decisions and give you the confidence to lead the conversation with your team.
After a 30-day free trial, some features will be limited to premium subscribers. In app an annual premium subscription is available. Our privacy policy can be found on https://annise.io/privacy and our terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/.
In case of any questions, please don't hesitate to contact support@annise.io.
- Apple 应用商店
- 免费
- 金融
商店排名
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assetment is a simple and speedy app that lets you invest in smart and low-cost portfolios that are hyper-customized for your investment objective. Be it financial goal planning, long-term wealth creation or short-term investment, we have you covered. We give you a customized portfolio that is aligned with your unique investment objective and your risk tolerance.
Our portfolios are made of low cost Exchange Traded Funds (ETFs) or Index funds which keeps the cost of portfolio super low – a fraction of actively managed mutual funds. Our portfolios help you extract premia from smart beta factors while enjoying the benefits of portfolio diversification.
Regular rebalancing and reviewing keep portfolios focused to achieve their investment objectives at all times. Our algorithm ensures that rebalancing is optimized for transaction costs and capital gains taxes.
You can also build you own portfolio and set it up for automatic execution. You can define your own rebalancing rules and let our engine rebalance optimally.
You can also buy direct commission-free mutual funds. In short, assetment is the only investment app that you will ever need.
For fully guided investing experience, you can subscribe for assetment black and unlock a host of other benefits and features as well. With assetment black subscription, you get access to a dedicated relationship manager, a comprehensive life-cycle financial planning and unbiased investment advisory.
And we ensure complete transparency. You always know how much you are paying and where your money is. Only you are in charge of your money!
- Apple 应用商店
- 免费
- 金融
商店排名
- -
Annise与assetment: smart portfolios排名比较
对比 Annise 与 assetment: smart portfolios 在过去 28 天内的排名趋势
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Annise 对比 assetment: smart portfolios 的排名,按国家/地区比较
对比 Annise 与 assetment: smart portfolios 在过去 28 天内的排名趋势
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assetment: smart portfolios
十二月 11, 2024