Say hello to your portfolio evolution 👋
With Exo, not only do you have a completely unique portfolio, your portfolio is checked daily and rebalanced as necessary to stay on track to meet your personal investment goals. Both of these are features that have never been accessible to individual investors before.
For those using online platforms - how often do you get a lovely email announcing you have a wonderful new portfolio allocation? Annually? Quarterly?
For those managing their own portfolios - how often do you check your asset allocation? Monthly? Weekly?
And for everyone - how easy is it for you to see your historic asset allocation?
Exo breaks the mould
Our clients have always been able to see the makeup of their current portfolio, whether looking at asset class (cash, bonds, stocks, alternatives), geographic regions or the individual ETFs - including their own past performance, total assets under management, expense ratio, etc.
Today, we’re happy to take that reporting to another level!
To bring Exo’s rebalancing abilities (admit it, it’s the super power you always wanted) to life, we’re delighted to announce the launch of your personal portfolio evolution tracker.
This new chart can be found when you click into your portfolio for more details, and will be the first thing you see.
Bringing your portfolio to life
We think it’s important that everyone has continued access and insight into the makeup of their portfolio - and with Exo you can now track your asset allocation over time.
When markets are stable, the trading activity is usually quiet, while a turbulent market is likely to generate more movement in your portfolio as our algorithms adapt the asset allocation in an effort to keep your portfolio on track to meet your goals.
We’d love to hear your thoughts
Your feedback is extremely important to us as it helps us continue to improve Exo to meet your needs. What you like, what you don’t like, the things you’d like us to add… please let us know. You can email us at firstname.lastname@example.org or message us on the live chat on the site and one of the team will be happy to get back to you!
Thanks for being part of this journey with us!