Free Trial
What You Get
- Contractually protected data privacy.
- Access to the client portal and our team.
- Substantial financial analysis.
- Opportunity to decide if this service is right for you.
How It Works
- Register to get access and contract rights.
- Brainstorm with the narrative.
- Enter facts and figures with the questionaire.
- Get the analysis.
- Fine tune it to your hearts content.
- Satisfied? Graduate to paid service.
Note: Free service does not include investment recommendations
or access to investment management functionality in client portal.