Our app and extension are basically the interface, which gathers the data through secure connections (direct or using Open Banking Platforms) to your broker's accounts

Sign-in

Provide your email address and follow the onboarding processes

Connect your brokers

Connect your accounts via Plaid/Yodlee open banking platforms:

Authorize/ login to your broker via Plaid's popup window by clicking "Add broker" button
Grant access to InvestAllocator Inc.

Given access is read-only. We won't be able to initiate any activity or transaction in your account. Please read more about our security framework

Start using the platform

View, analyse and get the insights for your strategy improvements. Provide your feedback on wishfull changes, additions and functional upgrade so that we'd be able to make a perfect app for your needs