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Our Investment Tracks
PREMIUM
Building a portfolio
Investments
Auto rebalancing your portfolio in line with markets
Connection to the largest research bodies in the world
Digital investment portfolio
Within 5 minutes
Examination of the status of the case and recommendations For changes when needed for adjustment Maximize your market situation and risk profile
Receiving a mix of investments that will consist of a wide range of assets, and automatic scanning of the recommendations of 11 of the largest research bodies in the world
Build and adjust an investment portfolio to your needs and the level of risk that suits you
In a short digital questionnaire
0.5%
Annual percentage of the portfolio value only!
Annual management fee
only
GOLD
Investment recommendations
Long / Short Shares
Option to transmit the recommendations to the trading system
Receive alerts
SMS / Email
Customized recommendations
To your risk profile
Direct launch to your investment account at the click of a button
Each time a new investment recommendation is received, an SMS message and email will be received
Receive unique recommendations according to your investment profile and goals. Includes ready-made instructions with quantities, entry ranges and protections
₪ 100
monthly subscription
Free trial month!
Fixed monthly fee
without obligation
Regulation
And money laundering
client management
And analysis
Professional
Digital questionnaires
Remote seals
Management of regulatory processes and deposit of reports tailored to regulatory requirements. Money laundering and terrorist financing alerts and more ..
Advanced system for managing the customer base, interactions, sales, tasks and more. Includes a research engine connected to the largest research bodies in the world
Construction of KYC Flexible in identifying customer needs that operates according to your requirements, including a system for remote customer stamping
Custom digital systems To financial entities
And investment houses
one-time payment
0.5%
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