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Enhance Your Future

Dropping the cost of your wealth management by up to 90%, because everyone deserves access to quality.
Our powerful technology platform combined with our customer-first approach and investment expertise, we deliver a world-class investing experience for a fraction of the cost of traditional wealth management.
Active Strategies (auto investing)

Active auto-investing strategies that are running to enable using modelled portfolios index investing while being self-directed

1 active strategy running
Community Strategies

Community generated strategies by you and other users within the Platform

view 3 per month
Passive Strategies

Basic ETF based modelled portfolios of well know strategies

view 3 per month
Financial Advisor and Expert Sessions

Financial wellbeing session to build a roadmap and goals and get 1-on-1 sessions with advisors as a part of the membership

2 Sessions
Active Strategies (auto investing)

Active auto-investing strategies that are running to enable using modelled portfolios index investing while being self-directed

Unlimited
Community Strategies

Community generated strategies by you and other users within the Platform

Unlimited
Passive Strategies

Basic ETF based model portfolios of well known strategies that can be tracked. For example the All Weather Portfolio

Unlimited
View Only
Pro Strategies

Professional fund manager filings that we use to construct modelled portfolios that you can track and copy

Crypto Wallet

Funding wallets for you to easily send Crypto to the platform allowing transferring in and out to other wallets

Net Worth Tracker

Easily track all of your assets and liabilities to enable to track your total household wealth

Tax Calculations (FIF)

Tax calculations for foreign investments and Crypto

Financial Advisor and Expert Sessions

Financial wellbeing session to build a roadmap and goals and get 1-on-1 sessions with advisors as a part of the membership

Unlimited
Exclusive Private Community

Join a community of ambitious individuals looking to live fullfilling and wealthy live. Our members include, C-suite executives, entrepreneurs and business owners that can attend exclsuive events throughout the year included in the private membership.

Tax Calculations for FIF and Crypto

Tax calculations for foreign investments and Crypto

Active Strategies (auto investing)

Active auto-investing strategies that are running to enable using modelled portfolios index investing while being self-directed

Unlimited
Community Strategies

Community generated strategies by you and other users within the Platform

Unlimited
View Only
Passive Strategies

Basic ETF based modelled portfolios of well know strategies like 60/40 or All Weather Portfolio

Unlimited
View Only
Pro Strategies

Professional fund manager filings that we use to construct modelled portfolios that you can track and copy

Crypto Wallet

Funding wallets for you to easily send Crypto to the platform allowing transferring in and out to other wallets.

Factor Investing Strategies

Quant based baskets of assets that show what themes and assets are driving market performance

Net Worth Tracker

Easily track all of your assets and liabilities to enable to track your total household wealth

DD Reports and Hedge Fund Research

Buy side due diligence reports, independant hedge fund research and insights

Find the right plan for you

We offer a no-risk, 100% money-back guarantee. If you're not happy, we'll refund you.
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Transactions and features

USD Sweep Savings Rate

Forex

Free Trades

Trade Fee after Free Trades

Crypto Spread

Crypto Funding Wallets

Active Strategies
(Auto Investing)

Community Strategies (view)

Passive Strategies (view)

Pro Strategies

Alpha Strategies

Net Worth Tracker Tool

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Concierge

Financial Advisor and Expert
Sessions

Video call support
and check-ins

FIF and Crypto Tax
Calculations

Advanced Research Reports

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Transactions

USD Sweep Savings Rate

3.50%

Forex

1%

Free Trades

$0

Trade Fee after Free Trades

0.40%

Crypto Spread

0.60%

Crypto Wallet

Active Strategies (Auto Investing)

1

Community Strategies (view)

3

Passive Strategies (view)

3

Pro Strategies

Alpha Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

0

Tax Calculations (FIF)

Tax Calculations (FIF)

Margin and Shortselling

Pro+ Advisor
Get started
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Transactions

USD Sweep Savings Rate

3.75%

Forex

0.50%

Free Trades

$50,000

Trade Fee after Free Trades

0.20% capped at $2

Crypto Spread

0.60%

Crypto Wallet

Active Strategies (Auto Investing)

Community Strategies (view)

Passive Strategies (view)

Pro Strategies

Alpha Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

2

Tax Calculations (FIF)

Tax Calculations (FIF)

Margin and Shortselling

Private
Get started
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Transactions

USD Sweep Savings Rate

3.90%

Forex

0.30%

Free Trades

$1,000,000

Trade Fee after Free Trades

0.10% capped at $2

Crypto Spread

0.60%

Crypto Wallet

Active Strategies (Auto Investing)

Community Strategies (view)

Passive Strategies (view)

Pro Strategies

Factor Investing Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

Unlimited

Tax Calculations (FIF)

Tax Calculations (FIF)

Margin and Shortselling

Invest Plus+
$10
/month
Get started
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Analytics

Stock and ETFs per trade

3.50%

Stock and ETFs per trade

4.00%

Stock and ETFs per trade

0.60%

Stock and ETFs per trade

$10,000

Stock and ETFs per trade

0.30% capped at $2

Stock and ETFs per trade

0.60%

Stock and ETFs per trade

$0.40

Stock and ETFs per trade

Stock and ETFs per trade

3

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Assistant Messages

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Concierge

Stock and ETFs per trade

0

Stock and ETFs per trade

60%

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Assistant Messages

eccuity Private
$125
/month
Get started
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Transactions

Stock and ETFs per trade

4.00%

Stock and ETFs per trade

4.25%

Stock and ETFs per trade

0.40%

Stock and ETFs per trade

$1,000,000

Stock and ETFs per trade

0.10% capped at $2

Stock and ETFs per trade

0.60%

Stock and ETFs per trade

$0.20

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

GPT 4.0 + Web References

Assistant Messages

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Addons

Stock and ETFs per trade

1

Stock and ETFs per trade

80%

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Assistant Messages

How we compare

We've worked hard to make sure you're getting the best value from your intelligent investment platform, eccuity. Check out how we compare against other self-directed investment options in the market:

eccuity Invest
Broker fee per trade (USD)
0.1-0.4%
$3.00
$5.00
$3.00
$90.00
Margin available and short selling
Crypto USD pairs
Free advanced tools with eccuity
Foreign exchange fee per trade
0
0
0
0
0
Foreign exchange fee on deposit and withdrawal
0.5%-1%
0.50%
0.40%
1%
1%
Example Portfolio
Fees for a NZD $7,000 portfolio traded 5 times per month for a year
$285.47
$358.20
$566.66
$393.20
$9,738.05

Disclaimer: The pricing above may change from time to time making this comparison out of date. Make sure to validate pricing before making any decisions.

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