Our low fixed-cost subscription platform allows you to focus on achieving your investment objectives without the enormous drag on wealth accumulation from excessive fees and fund expenses. Read our post on the Compelling Case for Ripsaw® Wealth Tools.
Powerful financial tools
Empowering True DIY Wealth Management
What Ripsaw can do:
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.
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.
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.
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.
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.
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 reoptimize. Together, they complete the disciplined investment process for portfolio construction, monitoring and revision.
in our Investment Screener
”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.
“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