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DIY Strategic Investors

Take full control of your financial future with a platform designed for self-directed investors who think strategically. WealthFluent provides the tools, insights, and automation you need to optimize your portfolio, plan for the long term, and make informed decisions without relying on advisors— all in one intuitive, AI-powered system.

⚡ What WealthFluent Does

Go Beyond Basic Tools

WealthFluent is a real-time financial decision-making platform tailored for your evolving investment strategy. Ditch spreadsheets and fragmented apps; build a dynamic, personalized system that adapts to your goals, risk tolerance, market shifts, and life changes. No more guesswork—just actionable clarity for your self-managed wealth.

🚀 Why It Matters

Strategic Investing in a Complex World

As a DIY investor, you value independence, but markets and life don’t stand still. WealthFluent equips you to:

  • Track and analyze your entire net worth in real-time
  • Simulate scenarios to test strategies before committing capital
  • Auto-optimize allocations based on your custom benchmarks
  • Access expert-level insights without paying advisory fees
  • Stay ahead with market data and personalized recommendations

Your time is your edge. Let WealthFluent handle the heavy lifting so you can focus on what matters: building lasting wealth on your terms.

🎯 Who It’s Built For

Independent Thinkers Like You

WealthFluent is ideal for DIY strategic investors who:

  • Manage their own portfolios across stocks, bonds, ETFs, real estate, and alternatives
  • Seek advanced planning without the cost or constraints of traditional advisors
  • Prioritize data-driven decisions over emotional reactions
  • Want a scalable tool that grows with their sophistication—from beginner strategies to complex multi-asset optimization

Whether you’re a tech-savvy millennial building wealth or a seasoned investor refining your legacy, WealthFluent amplifies your independence.

5 Modules • 1 Seamless Experience

  • 📋 Onboarding: Quick setup to connect accounts and define your strategy
  • 📊 Planning: Dynamic lifetime simulations tailored to your goals
  • ⚖️ Risk: Advanced analysis and optimization for your portfolio
  • 📈 Markets: Real-time data feeds with strategic insights
  • 💬 Magpie AI: Your personal guide for queries, education, and decision support

Core Capabilities

Designed for Self-Directed Success

WealthFluent empowers you with:

  • Comprehensive Net Worth Tracking: Consolidate all assets, liabilities, and income streams
  • Custom Strategy Building: Align plans with your unique risk profile and horizons
  • Portfolio-Wide Optimization: Automatic rebalancing and exposure adjustments
  • Market Integration: Live benchmarks and alerts for timely moves

Scale your investing intelligently, without the overhead.

🔗 Key Features

What Sets WealthFluent Apart for DIY Investors

  • 📈 Financial Health Dashboard: View your complete financial picture at a glance
  • 🗓️ Lifetime Planning System: Model long-term strategies with real-market integration
  • ⚙️ Portfolio Optimization Engine: Use AI to fine-tune allocations and minimize risks
  • 🔮 “What If?” Analysis: Test life events, market crashes, or new investments in seconds
  • ✅ Task Manager: Stay organized with automated reminders for reviews and actions
  • 🎨 Customizable Interface: Tailor views to your preferred metrics and workflows
  • 💰 Cost-Effective Access: No advisory fees—pay only for the platform that supercharges your strategy
  • 🔒 Bank-Level Security: Read-only connections via Envestnet Yodlee, ensuring your data stays private

How It Works

Your Path to Strategic Mastery

WealthFluent turns data into decisions with a simple, powerful workflow:

  1. Streamlined Onboarding: Connect accounts and set your goals in minutes
  2. Personalized Setup: Define your benchmarks, risk levels, and preferences
  3. Real-Time Monitoring: Dashboards update automatically with market changes
  4. Strategic Optimization: Run simulations, optimize portfolios, and get AI insights
  5. Ongoing Refinement: Use tasks and alerts to review and adjust as needed

💡 See It in Action

Ready to Elevate Your DIY Strategy?

Experience the freedom of strategic investing with WealthFluent. Turn insights into results and build the portfolio you’ve always envisioned.

Schedule a Demo
Get Started Now

Interactive demo available to explore the platform’s DIY features.

🔒 Secure and Reliable

Your data is protected with bank-level encryption and read-only access. Built on AWS for 99.99% uptime, WealthFluent ensures your independent journey is uninterrupted and secure.