How it works
From brokerage connection to tax-optimized portfolio in three steps.
Bring everything into one place
Link accounts read-only with bank-level encryption, import manually via CSV, or onboard RIA client books. Supports Fidelity, Schwab, Robinhood, Interactive Brokers, and 100+ more.
Build your retirement & estate plan
Model retirement income, withdrawal sequencing, and stress scenarios — then organize beneficiaries, fiduciaries, and every important document in one encrypted vault.
Optimize taxes and keep the fee
Tax Helper surfaces wash-sale violations, harvesting opportunities, and concentration risk, with CPA-ready exports — all for a flat monthly fee instead of a percentage of your assets.
Link or import — your choice
Connect your brokerage accounts with read-only, bank-level encrypted linking — or import holdings manually via CSV. Financial advisors and RIAs can onboard client books the same way. Supported brokerages include Fidelity, Schwab, TD Ameritrade, Robinhood, Interactive Brokers, Alpaca, E*TRADE, Webull, and 100+ more.
Bank-level security
- AES-256 encryption at rest and in transit
- Secure document vault — statements, tax filings & estate documents in one encrypted place
- Infrastructure from SOC 2– and ISO-certified subprocessors
- Read-only brokerage connections — your credentials stay with your broker
- Full audit trail for every action
- GDPR- and CCPA-aligned data handling practices