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Description
Everyone desires to lead a fulfilling life according to their own values and preferences. Modiv is dedicated to assisting you in achieving financial independence through the realm of commercial real estate. Elevate your journey towards financial autonomy. While there is no singular route to attaining genuine financial freedom, investing in commercial real estate can be a significant step in your quest. Our conviction is that everyone should have access to commercial real estate as an investment opportunity, and our collection of income-generating properties aims to deliver monthly dividends to those seeking passive income. Modiv's assortment of single-tenant net-lease properties is designed to provide reliable cash flows for immediate income and the possibility for long-term appreciation. Modiv Inc., previously recognized as RW Holdings NNN REIT, Inc., is a Maryland-based corporation that has chosen to be classified and taxed as a real estate investment trust (REIT). By focusing on these investment opportunities, we aim to empower individuals to take control of their financial futures.
Description
PortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape.
API Access
Has API
API Access
Has API
Integrations
Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard
Integrations
Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20 per month
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
Modiv
Country
United States
Website
www.modiv.com
Vendor Details
Company Name
PortfolioPilot
Country
United States
Website
www.portfoliopilot.com
