How Exo works

Step 1
Creating your portfolio

Build your personal profile

Tell us your personal situation, your precise financial goals and your current attitude to risk. Exo uses this information to create your investment profile, which forms the basis of your unique portfolio.

Build your personal profile

Choose the investment areas you prefer

Select the investments that most interest you – or, if you prefer – let our AI and algorithms pick these for you.

Build your personal profile

Exo balances your portfolio

Our platform combines your risk appetite, your investment focus, market volatility and historical data to ensure the right balance of assets for your well-diversified portfolio.

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Build your personal profile
Step 2
Managing your portfolio

Exo never sleeps

Our platform's always-on risk management creates dynamic portfolios that move with the markets – always staying focused on the goals and risk profile that you’ve established.

Build your personal profile

Vigilant when markets go down

If the markets start to take a negative turn, our platform will automatically analyse whether to shift a proportion of your portfolio from high-risk assets to less volatile assets, such as government bonds.

Build your personal profile

Stay active when markets go up

When the markets are on the up, we adjust the distribution of your portfolio to favour higher risk assets, such as equities, increasing your chance of gaining positive returns.

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Build your personal profile
Step 3
Unlimited adjustments

Change the makeup of your portfolio as many times as you like without worrying about incurring additional fees and charges.

Build your personal profile

£0

No transaction fees

So you can add and withdraw funds freely.

£0

No trading fees

To give you the freedom to control your portfolio.

£0

No hidden commissions

So you always know how much you are going to pay.

All for a simple, fixed fee