Investor Presentation available upon request. Founding team has financial services and tech startup experience. Senior team with working prototype (password protected).
The service allows any consumer at an online brokerage (mass affluents) to select a portfolio and have that portfolio replicated into their existing online brokerage account. No need for the consumer to move their assets to a new custodian. Additionally, we have access to all custodians and any consumer can easily move their assets from a full service broker to one of the online brokerages to take advantage of the iportfolio service.
We are approximately 5-6 months from market.