Exo is a new way of investing that combines three key elements: your investment preferences, our risk management technology and low all-in fees.
How it works, step by step:
- You let us know about your financial situation and risk profile but also which regions, sectors and markets you want your investments to focus on;
- We then apply our decade-long experience in portfolio and risk management to build your personal managed portfolio around your preferences, from a range of hundreds of ETFs;
- Once your portfolio is set up, it is reviewed daily - you can monitor its development and manage deposits or withdrawals at any time, from any device.
Exo helps you keep control over your investments while doing all the hard work of analysing markets and rebalancing your portfolio for you.