FinTech1 provides individual investors with consolidated portfolio views and risk assessment. Making smart investments that match personal goals and values should be easy. We’ll run the analysis, you make the decisions.
As a non-finance professional who has historically passively invested, FinTech1 has been extremely helpful in helping me understand how I can diversify my portfolio. My favorite feature is the ability to simulate the impact buying different stocks will have on my current portfolio.
I've been looking for a solution to help with our family's investments. Like many families we have lots of accounts from past employers, roll over IRAs, roth IRAs, plus taxable brokerages, etc. The existing tools in the market are either are woefully insufficient on risk management features or are looking to sell you asset management services that my family doesn't want. Maher has created an independent platform that allows us to look across all of our accounts and have a cohesive view of our aggregated portfolio. We are able to identify areas of risk that we would otherwise not be aware of. Love the direction and can't wait to see what's next!
FinTech1