A sophisticated multi-account investment management platform. Connect multiple brokerages, manage family trusts, and leverage AI-powered trading strategies across all your accounts.
Everything you need to manage sophisticated investment operations across multiple accounts
Manage Personal, Business, and Family Trust accounts all from one dashboard.
Connect Alpaca, Schwab, Merrill Edge, Robinhood, and ADCB Investment accounts.
Track portfolio value, positions, and P&L in real-time across all accounts.
Test strategies on historical data before risking real capital.
Automated trading with news sentiment analysis and quantitative signals.
Invite team members with customized access to specific accounts.
Organize your investments across different account structures
Your individual investment account for personal wealth management.
Corporate investment accounts for business entities like TFL Holdings.
Trust accounts for family wealth preservation and estate planning.
Sign in to access your investment accounts and start managing your portfolio.