i3DIY Description

How to make rebalancing easier Deciding on the asset allocation for a portfolio seems easy enough. It's not always easy to stick with a plan. i3DIY makes portfolio management and rebalancing much easier. An i3DIY account allows investors the ability to link multiple investment accounts to its system and align them with specific portfolio plan with a customized asset allocation. Each plan has a unique name, and you can update plans as necessary. You can create your own portfolio or choose from the plans on the platform. You can keep up with your goals throughout the year and long-term. i3DIY allows investors to receive email alerts whenever an account is out of balance. You won't be notified if there are any minor changes to your portfolio. You will be notified if the allocations are outside of the ranges you have set.

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Company Details

Company:
Ownla
Year Founded:
2018
Headquarters:
United States
Website:
www.i3diyinvestor.com

Media

i3DIY Screenshot 1
i3DIY Screenshot 1
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Product Details

Platforms
SaaS

i3DIY Features and Options

Investment Management Software

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

i3DIY User Reviews

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