New
Porfolio management at your fingertips
How it works
Onboarding
Let Ivy get to know you
Ivy walks you through your income, risk profile, and financial goals so she can tailor portfolio management advice specifically to your situation.
Brokerage Connection
Connect your portfolio
Connect multiple brokerage accounts from over twenty five integrations including Wealthsimple, IBKR, Coinbase, and more!
AI Assistant
Ask Ivy anything
Get advice on your portfolio, research stocks, run comparative analysis, and much more. Ivy acts as your personal portfolio manager whenever you need her.
Choose contact methods
Multi channel access
Ivy meets you where you are with email, SMS, phone, and web app support, so you are never confined to an app.