FIND, ANALYZE AND INVEST
It is easy to get an overview and navigate between funds based on risk profile and returns.
Investors can access real-time performance analytics for each individual fund with historical performance, ratios, assets traded and a range of analytical tools.
Before investing, investors can review all fund charges and they only pay for what is traded from a profit share model.
DIVERSIFY AND MANAGE RISK
Investors can distribute investments among any number of funds with individual risk management for each distribution.
Investors can invest in multiple funds using a single investment account with any account currency.
Individual allocations to funds can be stopped at any time by the click of a button and money is never locked for specific time periods.
REAL TIME REPORTING
In real time reporting can enables investors to get a full picture of all investments at any time.
The investment industry standard is monthly consolidated reports – with Xsocio Investor can generate report anytime.
Even investors using several investment accounts can still create customized, consolidated reports.