Related Products
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About
Industry-leading underwriting, informed by decades of CRE experience and proprietary methodologies. A team of experts with over $75 billion of combined transaction experience, working for you. A rigorous multi-step due diligence and investment structuring process to help protect your interests. Vigilant asset management through the lifetime of each investment you make. Transparent reporting, investor services are dedicated to you. A constant focus on protecting your principal and maximizing your returns. Efficient, transparent, secure investing, tailored to your needs. An intuitive investing experience you can access anytime, anywhere. The simplicity of your online brokerage account, now for private-market real estate investments. Our dedicated investor relations team is standing by to help simplify your real estate investing process. Invest in high-yield, professionally managed real estate, starting with as little as $5K.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Shareholders and investors in need of a solution to invest in high-yield, professionally managed real estate
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Audience
Investors seeking tool for personalized financial advice, portfolio optimization, and holistic wealth management
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$20 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationEquityMultiple
United States
www.equitymultiple.com
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Company InformationPortfolioPilot
United States
www.portfoliopilot.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Acorns
Not Supported
Coinbase
Not Supported
Fidelity
Not Supported
Interactive Brokers
Not Supported
Kraken
Not Supported
Robinhood
Not Supported
TD Ameritrade
Not Supported
Vanguard
Not Supported
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Integrations
Acorns
Supported
Coinbase
Supported
Fidelity
Supported
Interactive Brokers
Supported
Kraken
Supported
Robinhood
Supported
TD Ameritrade
Supported
Vanguard
Supported
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