//muti reference filter
Active auto-investing strategies that are running to enable using modelled portfolios index investing while being self-directed
Community generated strategies by you and other users within the Platform
Basic ETF based modelled portfolios of well know strategies
Financial wellbeing session to build a roadmap and goals and get 1-on-1 sessions with advisors as a part of the membership
Active auto-investing strategies that are running to enable using modelled portfolios index investing while being self-directed
Community generated strategies by you and other users within the Platform
Basic ETF based model portfolios of well known strategies that can be tracked. For example the All Weather Portfolio
Professional fund manager filings that we use to construct modelled portfolios that you can track and copy
Funding wallets for you to easily send Crypto to the platform allowing transferring in and out to other wallets
Easily track all of your assets and liabilities to enable to track your total household wealth
Tax calculations for foreign investments and Crypto
Financial wellbeing session to build a roadmap and goals and get 1-on-1 sessions with advisors as a part of the membership
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 foreign investments and Crypto
Active auto-investing strategies that are running to enable using modelled portfolios index investing while being self-directed
Community generated strategies by you and other users within the Platform
Basic ETF based modelled portfolios of well know strategies like 60/40 or All Weather Portfolio
Professional fund manager filings that we use to construct modelled portfolios that you can track and copy
Funding wallets for you to easily send Crypto to the platform allowing transferring in and out to other wallets.
Quant based baskets of assets that show what themes and assets are driving market performance
Easily track all of your assets and liabilities to enable to track your total household wealth
Buy side due diligence reports, independant hedge fund research and insights
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
Expert Sessions (Financial Coaching)
0
Tax Calculations (FIF)
Tax Calculations (FIF)
Margin and Shortselling
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
Expert Sessions (Financial Coaching)
2
Tax Calculations (FIF)
Tax Calculations (FIF)
Margin and Shortselling
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
Expert Sessions (Financial Coaching)
Unlimited
Tax Calculations (FIF)
Tax Calculations (FIF)
Margin and Shortselling
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:
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.
Transparency, Low Fees, Smart Investing