AssetRise provides investors a single view of the portfolio asset allocation across all their accounts. Including rebalance alerts to maximize investment returns.
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Hi all. I developed AssetRise to solve a simple problem for Vanguard and DIY investors - to see their asset allocation across their accounts including rebalance alerts. While I've used spreadsheets, it becomes cumbersome to continually keep up to date.
The AssetRise interface provides a clean view of the investors current vs. target allocation, including the delta to keep into balance. Weekly notifications will help investors keep accounts in balance.
I'm in MVP, feel free to reach out for a free lifetime account in exchange for product feedback.
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