Flexible Tools for DIY Wealth Management . The platform where you take control of the most important aspects of your financial life! Ripsaw® is a user-friendly set of tools for do-it-yourself, efficient wealth management.
Welcome to Ripsaw®, the place where you take control of the most important aspects of your financial life! Ripsaw® is a user-friendly set of tools for do-it-yourself, efficient wealth management. It is also a device to monitor your investment advisor.
First, Ripsaw® aggregates all your assets and liabilities into an online, auto-updated balance sheet that calculates the net worth that is the focus of your wealth portfolio.
Second, Ripsaw® accesses relevant data for the assessment of the risk-return characteristics on each asset and liability in your balance sheet.
Third, Ripsaw® aggregates these individual dimensions and their interactions into a wealth portfolio dashboard.
Fourth, Ripsaw’s wealth portfolio dashboard contains a comparison of risk-return characteristics with your custom benchmark for portfolio monitoring.
Fifth, Ripsaw’s revision mode provides the opportunity to examine the effects on your wealth portfolio risk-return dimensions from changes in the amount invested in each of your existing securities as well as the addition of investment alternatives.
Note that Ripsaw® does not execute trades for you. Ripsaw® does not have any control of your accounts. It only accesses information relevant to constructing your wealth portfolio. Ripsaw® contains a set of tools to help you make independent informed decisions in your own best interests. Once you are comfortable with a set of portfolio revision decisions in Ripsaw®, you execute those trade decisions with your financial institutions. Then go back to Ripsaw® and refresh your balance sheet to see the results.
Show full description ▾
Ripsaw Wealth Tools
Summary and Relevance
Our users have written 2 comments and reviews about Ripsaw Wealth Tools, and it has gotten 3 likes