Sign-in
We operate as an additional layer to your brokers/exchanges and automatically execute your strategies (e.g. rebalancing) via your brokers' APIs
We operate as an additional layer to your brokers/exchanges and automatically execute your strategies (e.g. rebalancing) via your brokers' APIs
Connect your brokers
- Authorize/ login to your broker via InvestAllocator interface
- Grant access to InvestAllocator and define permissions (read-only or trade-enabled)
- Grant access to InvestAllocator and define permissions (read-only or trade-enabled)
Start using the platform
Use our web interface in order to:
- Organize your holdings into different strategies (virtual sub-portfolios)
- Set automatic rebalancing rules for each strategy
- Monitor and manage your strategies
- Consider platform recommendations to boost your results
- Organize your holdings into different strategies (virtual sub-portfolios)
- Set automatic rebalancing rules for each strategy
- Monitor and manage your strategies
- Consider platform recommendations to boost your results
How does it work?
YOU
APP/WEB
Service layer
Infrastructure
We operate as an additional layer to your brokers/exchanges and automatically execute your strategies (e.g. rebalancing) via your brokers' APIs
API
API
API
API
Brokers
Coin Exchange
Lending platform
Real estate platform
Your accounts on different platforms: storage of ownership rights, insurances
Also please read more about our security framework