Product
Designed for wealth management professionals.
Organize your investments, save time on manual analysis and gain unparalleled financial clarity.
Your wealth, simplified
Advanced Technical Control
Adapt the platform's engine to your risk profile. Calibrate alert sensitivity, adjust projection models and define precise technical parameters for your charts and analysis.
Custom Asset Management
Define the exact structure of your wealth. Automatically classify assets, set custom security margins and segregate your working capital to maintain impeccable financial organization.
SmartInsight
Our algorithm continuously monitors the health of your portfolio, detecting anomalies, hidden risks and rebalancing opportunities before they impact your performance.
Start is easy
Choose a plan
Configure your portfolio assets
Start tracking your progress
The Complete Suite
Everything you need to manage your wealth.
SmartInsight™ Analytics
Our algorithm analyzes your portfolio looking for inefficiencies. Detects anomalies, hidden risks and rebalancing opportunities before they impact. This algorithm is based on mathematics and statistics to diagnose problems. In these cases it's better to ignore the AI.
Security
We don't ask for personal data beyond an email and a name. This way we avoid agency control over our users. Additionally, our journal offers end-to-end encryption, so only the user can access it.
All in one
Do you invest in gold, the S&P 500, and Bitcoin? TwentyOne unifies all your brokers and banks in one view.
Goodbye, Spreadsheets
Stop losing hours fixing broken formulas. TwentyOne automates the collection of historical metrics.
View pricing plans →Why change?
Your Current Excel
- Requires manual maintenance
- Broken formulas
- No alerts or insights
TwentyOne
- Cloud synchronization
- Automatic calculations (TWR, CAGR, ...)
- 24/7 Risk Audit
Invest in mental clarity.
Join the founders and investors who already manage their wealth with TwentyOne.
*Immediate access to the demo. No credit card required.