“So eye opening!”
See all your investments
$270m+
18k+
Institutions supported
40k+
Advisors trackable

New feature!
safeguard your future
We’re proven leaders solving a decades-old, industry-wide trust problem.
We’re finance, tech, and design experts building a toolkit for busy people with questions. We want to make it easy for you to build and protect your wealth—starting with access to the simple truth. Learn more about us.
automated monitoring
Pay us way less than you
would pay any advisor
Tracking
Most popular
Free
Up to 10 links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access
Monitoring
Most popular
$20
/month
Billed annually as $240
Up to 10 links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access
Plus
Most popular
$30
/month
Billed annually as $360
Unlimited links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access