Mobile Investment Reporting
A nutrition label for investment performance
Perceived conflicts of interest significantly impact investors' trust in financial advisors.
36% of investors think an unbiased 3rd party would get a different investment performance result than their financial advisor ... Our Nutrition Label solves this issue directly and is the new industry-standard of investment transparency.
Mobile Investment Reporting
A nutrition label for investment performance
Perceived conflicts of interest significantly impact investors' trust in financial advisors.
36% of investors think an unbiased 3rd party would get a different investment performance result than their financial advisor ... Our Nutrition Label solves this issue directly and is the new industry-standard of investment transparency.
For Institutions
For Investors
Visualize Wealth lets financial institutions:
- Further engage customers by offering aggregated investment reports—including accounts at other firms—within the bank’s mobile application
- Nurture loyalty by providing customers with their most valued investment information
- Build customer trust by being the only available source of objective reporting for aggregated portfolios
- Promote financial literacy and investor empowerment of their customers
Visualize Wealth lets investors:
- See their investment performance compared with other investors and their personal benchmarks
- Understand their investment allocation, fees paid, and amount of risk in their investments
- Have accurate and meaningful benchmarks constructed automatically for all accounts and financial goals
- Create and track investment goals and assign funds from different accounts to those goals
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transparency results in better Customer relationships
41% of investors either do not receive or are unaware that they are provided the most highly prioritized performance metrics (e.g. fees, return, risk, goal progress, and target benchmark comparison)
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transparency results in better Customer relationships
41% of investors either do not receive or are unaware that they are provided the most highly prioritized performance metrics (e.g. fees, return, risk, goal progress, and target benchmark comparison)