Portfolio

My Portfolio is made up of cash, real estate, life insurance, funds, stocks, currencies or indices

Optimize your investment portfolio and minimize downside exposure.

WD evaluate finances, risk tolerance, and investment strategies to maximize your gains. Based on AI-based analysis, WD app creates Risk Factor, customized portfolios, retirement plans, tax harvests and automated trading.

WealthDirect Functions : Phase 1

We've made it simpler to prepare for life's big milestones, no matter where you are in your financial journey.

  • RiskIQ ™
  • Commission-Free Stock Transactions
  • Voice Assistant
  • Rules Builder
  • Risk Alerts
  • Bot Advisor Suggestions
  • Top 20 Holdings

WealthDirect Functions : Phase 2

  • RiskIQ ™
  • Commission-Free Stock Transactions
  • Voice Assistant
  • Rules Builder
  • Risk Alerts
  • Bot Advisor Suggestions
  • Top 20 Holdings

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