Individual
FolioBot
AI‑powered portfolio automation.
Rebalancing
Rules‑based and AI‑assisted rebalancing.
Risk Controls
Position limits and drawdown protection.
Integrations
Connect brokers, custodians, and CRMs.
AI‑powered portfolio automation.
Rules‑based and AI‑assisted rebalancing.
Position limits and drawdown protection.
Connect brokers, custodians, and CRMs.