the world’s most powerful portfolio decision-making engine. personalized to You.
Real-time performance tracking, what-if? analysis, automated rebalancing recommendations, and one-click optimizations are competitive advantages usually reserved for institutional and professional investors.
Now you have them, too. Don’t miss the next opportunity.
Real-time monitoring. Complete portfolio clarity.
See all your investments in one easy-to-use dashboard. Track every asset with real-time performance updates. Instantly monitor your portfolio health and risk exposures.
Integrate less liquid assets, like real estate or private equity, into your dashboard so you can make informed financial decisions across your entire portfolio.
Stay aligned with your goals.
One-click optimization shows you trades that keep you on track to meet your lifetime goals based on current market conditions and your complete portfolio makeup.
Utilize automated rebalancing to stay aligned with your long-term financial plan. Remove the emotional component from financial decision-making and focus on what you need to do to meet your goals.
Determine how new investments might affect your portfolio.
Explore “What If?” scenarios and simulate potential portfolio changes without making actual trades.
Reallocating assets, shifting into safer investments, or exploring aggressive growth? Pressure test different scenarios and make confident, informed decisions before executing.
AI-Powered Analysis
Leverage Magpie our AI companion to do everything
Transform your financial decision-making with Magpie, WealthFluent’s advanced AI companion that harnesses cutting-edge Agentic AI for holistic, real-time analysis of your entire portfolio—spanning assets, liabilities, goals, and market dynamics. Gain personalized, data-driven guidance through a conversational interface that educates and empowers, from optimizing retirement strategies to navigating investment opportunities with clarity and confidence.
Master portfolio risk and asset allocation as Magpie minimizes uncompensated risks through dynamic diversification, efficient frontier modeling, and holistic views—including pensions, real estate, and liabilities—for a complete picture of tradeoffs. Leverage forward-looking simulations to visualize expected wealth distributions over your lifetime, tailoring strategies to your personal risk preferences and adapting to market shifts like yield curves or VIX® volatility for resilient, tax-efficient outcomes. Whether exploring “what-if” scenarios, uncovering hidden correlations, or benchmarking performance, Magpie delivers actionable intelligence tailored to your unique journey, ensuring every choice aligns with your long-term wealth vision.
Unlock Precision in Portfolio Management with WealthFluent’s Advanced Analytics
Elevate your investment strategy with WealthFluent’s cutting-edge advanced analytics for real-time market intelligence. Dive deep into yield curve comparisons, Treasury yield volatility, and sector correlations to forecast returns and risks with institutional-grade precision—complete with VIX® insights, Sharpe Ratio breakdowns, and Morningstar-powered risk metrics for smarter asset allocation.
Now, harness the power of Key Rate Durations (KRDs), our latest innovation that measures bond price sensitivity to targeted yield shifts across maturities, empowering you to navigate curve steepening or flattening with unparalleled accuracy and confidence.
WealthFluent delivers actionable clarity to align your portfolio with life’s goals and market realities.
Get ahead of tax.
Optimize your investments for tax efficiency.
Tax location is critical for long-term portfolio success. Integrate tax efficiency and account classification into your portfolio dashboard and strategically place assets in taxable and tax-deferred accounts, minimizing your tax burden.
Measure Performance Like the Pros
WealthFluent innately utilizes a Fully Dynamic Investable Benchmark derived from your Lifetime Wealth Plan.
You can evaluate portfolio performance in the professional way with a Net of Benchmark Performance. This lets you understand the impact of past decisions as you navigate the next one.
