Does not disclose your request to your advisor, or their firm - no one will ever know you asked for this report
Does not share, or sell, your personal data
Does not direct its users to any investment strategies, firms, funds, or advisors
Uses the same security measures as major global banks
Employs top-tier performance algorithms, previously exclusive to major money managers, now accessible to the average investor.
If you want to know the track record of a mutual fund or exchange-traded fund, you can look it up in a matter of seconds online. But what about the track record of a financial adviser who is offering to pick investments for you?
"I have to think investors would want to know that, but I don't know how many are actually asking for it," says Charles Rotblut of the American Association of Individual Investors in Chicago, a nonprofit with 170,000 members nationwide.
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A large number of investors are unaware of, or not provided the most vital information regarding their investment performance
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On average, over one-third of affluent investors are not highly confident in the accuracy of the investment reporting metrics they are provided.
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More than one quarter of investors would pay to have their performance verified by a third party and nearly 3 out of 4 are interested in the service.
*73% of investors interested in an independent performance verification service
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Objective, independent institutional-grade portfolio performance verification
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Works with full-service advisor or self-directed accounts
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This report is confidential.
We owe a duty only to
you - our client. WiseMint never tells anyone, including your investment firm, that you have ordered this report
WiseMint is an innovative mobile application designed to provide retail investors with comprehensive and objective analysis of their investment portfolios. Our platform aligns with global investment performance standards, offering users a clear and factual review of their investment performance. By using WiseMint, you gain access to detailed reports and insights that evaluate the effectiveness and skill level of your, or your financial advisor's, investment management.
The app helps you manage your investments by:
In summary, WiseMint empowers you as a retail investor by providing transparent, accurate, and unbiased analysis of your investment portfolio, helping you understand and manage your investments more effectively.
WiseMint ensures the accuracy of investment performance analysis through a combination of rigorous data standards, advanced analytical methodologies, and adherence to global investment performance standards. Here's how we maintain accuracy and reliability in our analysis:
By combining these approaches, WiseMint strives to deliver investment performance analysis that you can trust, helping you make informed decisions about your investments.
WiseMint is specifically designed to help you understand the skill level of your financial advisor, with a particular focus on using your account's asset allocation model as the benchmark. This approach is crucial for several reasons, and it aligns with global investment performance standards:
In summary, WiseMint's use of your account's asset allocation model as the benchmark for performance analysis is a key feature that aligns with global investment performance standards. This approach ensures a more accurate, personalized, and standards-compliant evaluation of your financial advisor's skill level, providing insights that are directly relevant to your investment objectives.
WiseMint is committed to the highest standards of data security and privacy, especially when handling sensitive financial information. Our partnership with Plaid, a leading data aggregator, plays a crucial role in this commitment.
In summary, through our use of Plaid for secure data aggregation and our stringent data handling policies, WiseMint ensures that your financial data is managed with the utmost security and privacy. This approach allows us to provide detailed investment analysis while maintaining the highest standards of data protection, giving you peace of mind regarding the safety and confidentiality of your financial information.