FULL LIST COMING SOON
Simple signals for smarter, safer investing.
Instead of drowning you in metrics, we decode your financial health into focused signals that tell you where to look.
High-priced funds
A high-priced fund is a mutual fund or ETF that is in the top 10% of the most expensive in its class.
Hidden concentrations
A hidden investment concentration exists when the same investment appears in more than 3 accounts or mutual funds and accounts for more than 5% of your portfolio.
Uninvested distributions
Uninvested distributions are a build-up interest or dividends in a low, or no, yield cash position.
Consistently underperforming accounts
A consistently underperforming account has returned, net of fees, less than a similarly allocated benchmark for nine months or more without interruption.
Untapped lossess
An untapped loss or "aging loser" exists when we detect a position that is valued at or below 66.70% of the cost basis for more than 9 months.
Tax hostages
Tax hostages are individual holdings in your portfolio that have increased 2 times the value of what you originally paid, and if sold could have a negative tax impact.
FULL LIST COMING SOON
Simple signals for smarter, safer investing.
Instead of drowning you in metrics, we decode your financial health into focused signals that tell you where to look.
High-priced funds
A high-priced fund is a mutual fund or ETF that is in the top 10% of the most expensive in its class.
Hidden concentrations
A hidden investment concentration exists when the same investment appears in more than 3 accounts or mutual funds and accounts for more than 5% of your portfolio.
Uninvested distributions
Uninvested distributions are a build-up interest or dividends in a low, or no, yield cash position.
Underperforming accounts
A consistently underperforming account has returned, net of fees, less than a similarly allocated benchmark for nine months or more without interruption.
Untapped lossess
An untapped loss or "aging loser" exists when we detect a position that is valued at or below 66.70% of the cost basis for more than 9 months.
Tax hostages
Tax hostages are individual holdings in your portfolio that have increased 2 times the value of what you originally paid, and if sold could have a negative tax impact.
FULL LIST COMING SOON
Simple signals for smarter, safer investing.
Instead of drowning you in metrics, we decode your financial health into focused signals that tell you where to look.
High-priced funds
A high-priced fund is a mutual fund or ETF that is in the top 10% of the most expensive in its class.
Hidden concentrations
A hidden investment concentration exists when the same investment appears in more than 3 accounts or mutual funds and accounts for more than 5% of your portfolio.
Uninvested distributions
Uninvested distributions are a build-up interest or dividends in a low, or no, yield cash position.
Consistently underperforming accounts
A consistently underperforming account has returned, net of fees, less than a similarly allocated benchmark for nine months or more without interruption.
Untapped lossess
An untapped loss or "aging loser" exists when we detect a position that is valued at or below 66.70% of the cost basis for more than 9 months.
Tax hostages
Tax hostages are individual holdings in your portfolio that have increased 2 times the value of what you originally paid, and if sold could have a negative tax impact.
See what wellness checks can unlock for you.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
See what wellness checks can unlock for you.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal
See what wellness checks can unlock for you.
$700,000,000+
Monitored
18,000+
Providers covered
Military-grade
Security
Who we serve
Company
Legal