Why is Groove Axis the Right Choice for Wealth Management?
A holistic solution that helps you develop a balanced approach to planning for your future
Investor Profile
Review your current situation: family, employment, assets, expenses, tax, insurance and more.
Risk Profile
Assess your risk tolerance based on your investor profile and unique constraints.
Wealth Goals
Set wealth goals targeting short-term, mid-term and long-term retirement needs and family legacy.
Investment Options
Select investment options aligned with your wealth goals and risk tolerance.
Performance Tracking
Monitor your financial picture and track progress towards your wealth goals.
Portfolio Balancing
Periodically review your situation and reassess risk and goals if needed.
Modern tools put you in control of your financial future
Comprehensive Financial Planning
Pre-built calculators that use your income, expenses, taxes, insurances and future needs to build a complete financial plan.
Automated Investment Management
Build custom portfolios to meet your objectives and setup automated deposits to fund and adjust your investments.
Integrated Links to Banking and Expenses
Automatic updates from your bank accounts and other financial institutions to provide a full view of your financial position.
Ongoing Achievement of Wealth Goals
Get automatic updates to track progress toward your goals and identify when changes may be needed to get back on track.
