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Description
Engage in the same wealth-building ventures as the wealthy elite and institutional investors, now available to you with lower minimum investment thresholds. Since the year 2000, private equity investments have consistently outperformed their public market counterparts by an average of 10% annually. A growing number of investors are now tapping into private markets, making it essential for your portfolio to include a healthy mix of both public and private investments, ideally with 30% dedicated to private avenues. Take control of your financial path by selecting from a variety of investment strategies tailored to meet diverse objectives, including savings, retirement, and legacy planning. By investing in fractional shares, you can create a comprehensive portfolio that meets your financial goals. ADDX is revolutionizing access to private markets, allowing you to construct a modern portfolio that is well-diversified across multiple wealth-building opportunities. By enabling investments in smaller amounts, you can broaden your investment options while effectively managing risk and enhancing potential rewards. This innovative approach opens doors to a wealth of possibilities that were once reserved for a select few.
Description
Eliminate uncertainty in your retirement planning with WealthTrace, which provides precise financial forecasts and enables you to oversee your investment assets, their performance, transactions, and associated fees. Don't let fate dictate your retirement; with WealthTrace, you can take charge of your financial future and assess whether you have sufficient resources for a comfortable retirement, as well as explore ways to improve your financial standing. By linking your various investment accounts, you can easily monitor your balances and holdings in one place. Your accounts will refresh daily, giving you up-to-date insights into performance, transactions, fees, and investment totals. Rest assured, your information is safeguarded with cutting-edge security protocols. As you adjust your assumptions, you'll see financial projections reflecting those changes in real-time. You can receive immediate insights on how altering savings rates, retirement timelines, expense levels, withdrawal strategies, and other factors impact your plans. Additionally, you can conveniently determine the most efficient withdrawal rate and ascertain the total amount you need to save for retirement to ensure your peace of mind in the future. This comprehensive approach allows for a more informed and proactive retirement strategy.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$229 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ADDX
Country
Singapore
Website
addx.co/en/index.html
Vendor Details
Company Name
WealthTrace
Country
United States
Website
www.mywealthtrace.com