improved return on clients' intellectual property, productivity and managed assets for financial institutions, wealth advisers, and investors of all levels. The company's product is currently in beta and all the services are offered for free. The services can be compared to a full-featured template on which to manage and analyze financial activity and trends quickly and effectively, and it appears to deliver those comprehensive qualities in a straightforward fashion, which should appeal to many prospective users.

The company does not position itself as a social investing site, but rather as a collaborative wealth management platform that is based on educated approach to asset selection and allocation enabling investors to present complex wealth management analytics in the context of Modern Portfolio Theory (MPT). Company's implementation of MPT is based on simplicity, speed, accessibility and enhanced user experience, making technology that was once accessible only to professional money managers, available to the entire investing community.