Average Ratings 9 Ratings

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Average Ratings 0 Ratings

Total
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Description

CUSP is an investment platform regulated by DFSA that enables individuals in the UAE to cultivate long-term wealth without incurring trading fees.* By integrating human expertise with advanced AI technology, CUSP provides customized portfolios, insightful investing guidance, and effortless access to a diverse range of over 10,000 global assets, including U.S. stocks and ETFs, all with zero trading fees.* Committed to transparency and innovation, CUSP also offers Shariah-compliant investment options, allowing investors to grow their wealth ethically while remaining true to their values. Whether you're embarking on your investment journey or enhancing your existing portfolio, CUSP simplifies the wealth-building process, instilling confidence and personalization in every step. With CUSP, you can navigate the investment landscape with ease and assurance. *T&C apply. All investments, including Shariah-compliant ones, entail risks such as potential capital loss. Comprehensive details regarding risks and eligibility can be found in our Terms and Conditions.

Description

We empower both wealth advisors and investors to build portfolios that align personal values with their financial aspirations. Ethic offers customized investment solutions designed to resonate with unique sustainability and financial preferences. Our aim is to inspire enthusiasm around sustainability discussions, whether you are an investor or a wealth advisor. Our offerings span a wide range, including sustainability training and education, financial analysis, portfolio development and management, as well as continuous insights into your or your client's investments. Presently, Ethic collaborates with some of the largest wealth advisors, custodians, and investment banks across the United States. Our diverse team merges extensive expertise in institutional investing, technology, data, and design. For over five years, we have been committed to our mission and currently manage over $1 billion in sustainable investments. Remarkably, the collective carbon reduction achieved by our clients so far is akin to removing 5,657 cars from the road. This significant impact demonstrates our dedication to creating a sustainable future while meeting financial goals.

API Access

Has API

API Access

Has API

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

CUSP Wealth

Founded

2025

Country

Unitied Arab Emirates

Website

cuspwealth.com

Vendor Details

Company Name

Ethic

Country

United States

Website

www.ethic.com

Product Features

Product Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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