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About

Is your portfolio missing the preferred asset class of the wealthy? For over 30 years, real estate beat the stock market by a significant margin with less daily volatility. Diversify away from the stock market’s roller-coaster ride and grow value with real estate. The wealthiest have invested in real estate for decades. Now it’s your turn. At DiversyFund, we make it easy to buy shares in a portfolio of fully vetted, multifamily real estate. With the click of a button, you could own a piece of our fund across multiple properties. Your portfolio will be designed to function with one goal in mind, to grow your net worth like the 1%. DiversyFund is changing the way the everyday investor builds wealth. Find out how we empower the 99% to reach financial freedom. Our company was founded on the belief that everyone deserves access to the same wealth-building tools that have long been used by the 1% to create and sustain generational wealth.

About

​PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors in need of a diversified investment and REIT funds solution to build their portfolio with tangible private market assets

Audience

Investors seeking tool for personalized financial advice, portfolio optimization, and holistic wealth management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$20 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DiversifyFund
Founded: 2014
United States
diversyfund.com

Company Information

PortfolioPilot
United States
www.portfoliopilot.com

Alternatives

Alternatives

Categories

Categories

Integrations

Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard

Integrations

Acorns
Coinbase
Fidelity
Interactive Brokers
Kraken
Robinhood
TD Ameritrade
Vanguard
Claim DiversifyFund and update features and information
Claim DiversifyFund and update features and information
Claim PortfolioPilot and update features and information
Claim PortfolioPilot and update features and information