1, automatic investment service design
The investment service of American Betterment Securities Company is an online personal investment service, which connects customers' bank accounts with long-term investment accounts of stocks and bonds. This investment tool combines an intuitive user interface with customers' quick and efficient investment. Simple and easy to use, suitable for complex investment transactions. The growth of funds in the account is exempt from personal income tax, and customers do not have to pay any fees for withdrawing funds. When customers put their funds into Betterment's investment plan, the company allocates the proportion between stock fund and bond investment according to the customer's instructions. The customer has the share of stock and bond market funds selected by the company, and the company handles the trading of investment products.
2. Moneylogic of Bank of Montreal, Canada.
This is an online personal finance tool. With this tool, customers can view, track and manage consumption and deposit accounts, as well as establish budgets and determine financial goals. Customers can manage transactions and check their consumption and deposit transactions. Details of the transaction are listed under the categories of "cars" and "houses". The overview page shows the customer's account balance, budget and deposit target, which is convenient for customers to understand. Moneylogic also collects customers' deposit and consumption information and generates charts that customers can understand.
3. individual capital software provided by individual capital Company.
This is a personal financial management tool, which can integrate all account information, so that they can manage their accounts and make payments or investments in one interface. In the investment distribution area, customers can see the amount of cash, bonds, international market stocks, American stocks and unclassified assets, as well as their proportions and pie charts. Individual capital's goal is to make its customers live in a better financial condition.