How Exo works

Experience how Exo builds and manages unique portfolios for every single client.

getting to know you

Getting to know you

getting to know you

We’ll ask you a few questions up front which feeds into the ETF selection, allocation and optimisation process.

Without it your portfolio would be the same as somebody else’s… And that’s not what we’re about.

Then comes the fun bit, where you’re in charge

Investing with Exo means you can make the big decisions of choosing where you want to invest, while Exo does all the complex calculations and analysis for you.

Watch as Exo finds the optimal ETFs and builds your unique portfolio bit by bit.

Play around now with Exo’s investment focus system...

Bonds

+Short Term Government
+Government
+Corporate
+High-yield
+Inflation-linked
+Socially Responsible Investments

Stocks

+United Kingdom
+Europe
+United States
+Emerging Markets
+Healthcare
+Technology

Alternatives

+Gold
+Private Equity
+Real Estate
+Commodities

* Sample focus areas. More asset categories are available on the platform.

Plus if you want Exo to take control, we can do that too

Exo will use all the information we know about you and the markets to build your unique portfolio, without you needing to lift a finger.

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  • Cash
  • Gold
  • Emerging markets stocks
  • United States stocks
  • Europe stocks
  • Short-term government bonds
  • Government bonds
  • Corporate bonds
  • High-yield bonds
  • United Kingdom stocks

Make changes whenever you want

When we said we built Exo around you, we meant it. Your choices and your profile sit at the core of every decision we make, and if something changes for you, you can edit your portfolio at the click of a button.

3%

Cash

56%

Bonds

41%

Stocks

0%

Altern.

RISK LEVEL:Moderate
7/10
average: £22,868
optimistic: £43,114
pessimistic: £10,497
invested: £5,000
INVESTED
£5,000
MONTHLY
£0

See your portfolio evolve

The portfolio evolution tracker means you can see how your portfolio adapts to changing market conditions without you having to lift a finger, or pay a penny.

Free portfolio preview
7%

Cash

53%

Bonds

36%

Stocks

3%

Altern.

06/11/18

This is investing turned on its head

Individual portfolios, for individual people

Invest now
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