Axos Invest Managed Portfolios

WiseBanyan is the world’s first free financial advisor. We build, monitor, and rebalance your investments to keep your financial plan on track. There’s no minimum to become a client so you can start achieving your financial goals today.

Category	Price	Seller	Device
Finance	Free	Axos Invest Inc.	iPhone, iPad, iPod

Simply tell us what you want to achieve and we’ll automate your path to success. From choosing your financial milestones to setting an auto-deposit plan, we’ll be there to provide custom recommendations and guide you every step of the way.

After you’re up and running, you can easily update your existing plan, add or withdraw funds, or add new milestones – either from your computer or mobile device. To help your money grow to its full potential (and to make your life easier), we’ve automated the daily investment tasks such as rebalancing, reinvesting dividends, and depositing. We’re like your own personal trainer, but you never have to go to the gym!

Investment accounts we offer include Personal Investment Accounts, Roth IRAs, Traditional IRAs, and SEP-IRAs. You can also rollover or transfer outside accounts, including old 401(k)s and 403(b)s, into WiseBanyan to relieve yourself of the time and fees required to manage them elsewhere. As always, we will manage them for free!

Please let us know if you have any questions – we’re here to help. Our whole team is excited to start working with you as a WiseBanyan client!

Reviews

Scam app
Sophia NYC

I opened an IRA account about a year ago. Recently, they started charging me $1 a month as a “premium package” which I never requested or agreed to. Now let’s talk returns: on a $5,500 initial deposit, they got me returns of $179. Some simple math will tell you that it’s a measly 3% return on my investment in a year when the S&P is up over 15% for the same period. But here is where it gets even worse: they lie in their interest calculation! They claim that I’ve made 21% on the past performance dashboard! How do they get 21% is a total mystery. My contribution was non deductible so I will be withdrawing it as soon as they return the fees to my account.

Easy Investing
Standstill64

Great app! Easy for me to put away a little money each month into a free managed investment account!

The best money saving app!!!
McGurph

The best. Believe me I have tried them all. Hands down the best.

Give me the option to update later!
lomomagix

Ok, so I understand that there’s an update available. I saw that when I clicked to open the app. But for humanity’s sake, please don’t force me to update right now before I can even view my account. Give me the option to choose that update later and not block me from viewing anything in my account if I don’t update immediately. Not everybody is in a situation where they have the time to update, or in a place where it’s convenient to take care of updating everything in their device.

A Parham
Sinbad6

This app is great!

Longtime user of service pleased with product and app
jssurdyk

I’ve been using WiseBanyan since it’s launch. I’ve never paid for premium packages, but I have adjusted asset allocations, transferred money in (one-time and recurring), and made withdrawals. Transfers do take several days to complete, but I’ve never once experienced a snafu. Taxes are straightforward in Quickbooks with automatic download. For people concerned about the calculation of their return, it is a combination of dividends and asset appreciation for “total return” over the life of your account (cumulative). It would be inappropriate to compare it to a single benchmark like the SP500. More appropriate would be to examine the returns on the well-rated index funds and ETFs in your portfolio against their benchmarks. WiseBanyan has an excellent curated collection of funds with very low fees and strong Morningstar ratings. The app itself is decent well to all needed functionality. I recommend the service and app without reservation.