WiseBanyan - Invest For Free for iOS

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Developer’s Description

WiseBanyan is the worlds first free financial advisor. We build, monitor, and rebalance your investments to keep your financial plan on track....

WiseBanyan is the worlds first free financial advisor. We build, monitor, and rebalance your investments to keep your financial plan on track. Theres no minimum to become a client so you can start achieving your financial goals today.Simply tell us what you want to achieve and well automate your path to success. From choosing your financial milestones to setting an auto-deposit plan, well be there to provide custom recommendations and guide you every step of the way.After youre up and running, you can easily update your existing plan, add or withdraw funds, or add new milestones either from your computer or mobile device. To help your money grow to its full potential (and to make your life easier), weve automated the daily investment tasks such as rebalancing, reinvesting dividends, and depositing. Were like your own personal trainer, but you never have to go to the gym!Investment accounts we offer include Personal Investment Accounts, Roth IRAs, Traditional IRAs, and SEP-IRAs. You can also rollover or transfer outside accounts, including old 401(k)s and 403(b)s, into WiseBanyan to relieve yourself of the time and fees required to manage them elsewhere. As always, we will manage them for free!Please let us know if you have any questions were here to help. Our whole team is excited to start working with you as a WiseBanyan client!