Powerful financial tools for everyone!

Manage everything holistically as one smart portfolio

Take control of your wealth!

At Ripsaw, we believe that everyone should have access to the tools and resources they need to grow their wealth. Whether you are just starting out or are an experienced investor, our innovative solutions are designed to help you reach your financial goals.

Enjoy low, fixed subscription costs with Ripsaw® Wealth Tools and focus on reaching your investment goals without the burden of high fees and expenses. Read our post on the Compelling Case for Ripsaw^® Wealth Tools for more information on fee impact.

Get started today and take control of your financial future with Ripsaw Wealth Tools.

Start for Free The Wealth Tools

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What Ripsaw can do:

Lifetime Wealth Planning

Discover the plan that determines how much you need to save, when you want to retire, how much you can spend in retirement, how long will that spending last and how much you can expect to leave your heirs and others.

Retirement Planning with downside risk and upside potential probabilities of wealth accumulation.
Range of Expected Wealth versus Risk tradeoffs to help choose your preferred benchmark.
Ripsaw analyzes your plan with initial inputs (goals) and provides suggestions on how to adjust your inputs to provide a feasible preferred plan.
Life events goals!

All your assets enriched with analytics

The Wealth Portfolio Dashboard is your home base for indications of portfolio construction, monitoring portfolio drift and revision decisions. Compare your aggregate risk dimensions with a customized benchmark in Net Worth or Investment mode. The dashboard also lets you see expenses and yield across your entire portfolio compared to your benchmark. Great for reducing fees and seeing yield impact on portfolio changes.

Revise and optimize until you find the best plan.

Ripsaw’s advanced Portfolio Revision Tools allow you to simulate investment scenarios by altering current investments as well as considering the effects of new alternatives before executing any trades in your investment accounts.

Your true full wealth picture automatically updated

Manage your investments with automatically updated and readily available investment tools. The Balance Sheet and Accounts Rollup provide access to all of your web-based bank, brokerage, tax-deferred and loan accounts through connected accounts.

Safe and Secure

Ripsaw was built to make sure your finances are always secure We use 2-Factor authentication. We use bcrypt to hash passwords before even storing them. Platform hosted on AWS. We also partner with Envestnet | Yodlee who provides connections to your financial institutions with credentials stored using hardware encrypted FIPS 140-2 level 2 HSM. All credit card transactions via Stripe. Ripsaw does not execute any trades.

Reduce the impact of fees on your wealth accumulation.

Don’t let high costs eat away your returns! You can use Ripsaw’s investment screener to keep fees low, see your fees clearly, and pay a low subscription instead of a % of your money. High fees diminish wealth accumulation significantly. That is why we made Ripsaw’s subscription low, affordable, and with tools to reduce fees over your lifetime.

Innovative Optimizer™and Assist™ Tools

Ripsaw’s Innovative Optimizer™and Assist™ Tools take DIY Wealth Management to the next level. The Optimizer™ solves for the allocation of wealth among the available investments in all accounts simultaneously with one click! The Assist tool analyzes that solution and suggests additional investments from its proprietary screener to add to accounts and re-optimize. Together, they complete the disciplined investment process for portfolio construction, monitoring and revision. Learn more about the Ripsaw Optimizer™.

300

Assets Under Member Management*

35

Securities & Funds
in our Investment Screener

70

Reference, Risk and
Exposure Dimensions

21,000

Institution Account
Connections

”The application helps give me the confidence I need to manage my own investments with up to date access to my entire wealth portfolio and financial information!

”Portfolio revision helped me simulate the effects of buying a new home on my wealth portfolio. It was awesome to fully understand this big life event!

What Members Are Saying

See how Ripsaw has helped our users in managing and optimizing their investments, see how investments may change over time, and plan for important financial and life goals.

See What It Can Do For You

“Say goodbye to spreadsheets! This unique independent subscription service combines electronic access to fundamental security data with all your assets and liabilities and a set of tools for managing customized portfolios. Enormous productivity is achieved with its optimizer and assist tools for wealth portfolio management.”

—Frank J. Fabozzi

Editor, The Journal of Portfolio Management, Journal of Financial Data Science

*Note: Assets Under Member Management is the aggregate of all Ripsaw® Wealth Tools members’ (users’) assets entered into the platform. Ripsaw LLC does not manage or advise on any of these assets, only provides the software tools. Ripsaw LLC is not and never intends to be a financial advisor, investment adviser, or investment broker. Ripsaw LLC is only a software and education company.