HI

Broad investment Securities Robo-advisor is pleased to serve you.

BROAD ROBO-ADVISOR
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Powered by big data analytics and intelligent modeling, our strategic approach crafts personalized investment portfolios focused on maximizing safety for each investor.

WHAT IS ROBO-ADVISOR?
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AI
IA

Our asset allocation solutions deliver personalized,

low-cost, and comprehensive portfolio strategies.

WHY SHOULD I USE IT?
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Novice investor

Monthly service fee as low as $1

Monthly fixed and low-cost investment advice


Achieve long-term financial freedom or specific goals

Build your wealth without the need to track the stock market daily.


ROBO-ADVISOR SIX ADVANTAGES
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Overwhelmed by stock choices?
Our big data algorithms deliver scientifically optimized picks.
Forgot to chase that stock?
Our AI pinpoints high-potential investments designed to outperform, based on your risk tolerance.
Overwhelmed by risk options?
Your portfolio gets a precision-built strategy—calibrated to your financial DNA.
Uncertain when to adjust?
Our data-driven rebalancing strategies assure ensure optimal alignment between risk and return.
New to investing?
Our expertly bundled portfolios simplify wealth management—turning complexity into effortless growth.
Think professional investing requires high capital?
Access institutional-grade robo-advising from just $100.
EASY TO OPERATE AND EASY TO TRADE
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Get precise trade signals,optimal sizing & instant notifications—simplifying every stock decision

Universal coverage trading intelligence:


Algorithmic buy/sell signals for every individual stock, extending beyond curated recommendations.

Instant position visibility: See every stock's allocation at a glance.


Controlling exposure is risk management's foundation—we make it effortless.

Proactive Adjustment Alerts:


We continuously monitor technical and fundamental shifts, executing timely portfolio

adjustments with immediate client notifications.

Data Driven Portfolio Rebalancing:

Defend against risk drift and continuously optimize your asset structure through systematic realignment.

PAST PERFORMANCE
(IB Platform)
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Past performance is based on actual trading results from March 1–May 9, 2023.Past results are not indicative of future performance.