Part of your financial team

  • Using Investplex software to manage your portfolio is totally compatible with any broker or bank. Regardless of whether you have an online trading account or a wealth management account in an international private bank, you will be able to use Investplex in conjunction with your current trading or investment platform. In fact, because we do not hold or have custody of your money, you are going to need to have a relationship with your broker or advisor.

  • Start building wealth today! Retire sooner!
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