2. The First and Only Full-Service Online Financial Advisor Complete Portfolio Grading System Personalized, Custom Recommendations
3. Nothing Meeting This Need, Free or Paid Only Two Current Options for Everyday Investors Financial Advisor Complex or Paid Online Tools High Cost $1,000’s of Dollars Large Time Commitment Conflicts of Interest Usually Costly Software & Membership fees Built for Experienced Investors User Does the Work
4. PegFolioMeets the Market Quick & Easy to Use Automatic Portfolio Aggregation and Analysis Built for the Everyday Investor Free Absolutely No Costs for the User Intuitive Custom Recommendations for Each User Service leverages an advanced, sophisticated algorithm built entirely in-house
6. Our Software Recommends Users Specific Actions to Improve Their Portfolio Our Revenue Model Adds to the User Experience
7. First to Market Proprietary Technology Providing a Large Moat Replication Would Cost $100,000’s More Importantly, it Would Take Months Solved the Issue of Revenue Generation Replacing User Fees With Targeted, Helpful Recommendations Our Advantages
About 35,000 US companies with combined annual revenue of about $200 billion provide financial planning and investment advice to individuals and businesses. Large companies include Ameriprise Financial, Charles Schwab, and units of diversified financial services companies such as Morgan Stanley. The industry is concentrated: the 50 largest companies account for about half of revenue.
