This task can be performed using Fulfilled
Truly tailored & unbiased financial guidance without transferring a dollar.
Best product for this task
Fulfilled
fintech
Fulfilled is a platform for investors stuck between generic robo-advisors and inaccessible private wealth management. We deliver truly tailored, institutional-grade financial plans and investment portfolios. Fulfilled shows you exactly where you stand financially and precisely how to achieve your biggest goals. Our key difference is that you never have to transfer a dollar. We let you connect the accounts you already have, if you want.
What to expect from an ideal product
- Connect your existing accounts directly to get tailored advice without moving any funds to an advisor's control
- Receive institutional-grade financial planning that analyzes your current situation using your real account data
- Get specific recommendations for achieving your financial goals while keeping all your money in your original accounts
- Access personalized investment portfolios and strategies without the typical requirement to transfer assets
- Bridge the gap between basic robo-advisors and expensive private wealth managers while maintaining full control of your funds
