Understand how Exo builds and manages unique portfolios for every single client.
We’ll ask you a few questions up front which feeds into the ETF selection, allocation and optimisation process.
Without it your portfolio would be the same as somebody else’s… And that’s not what we’re about.
Exo gives you three options when creating your portfolio.
Exo's AI creates your portfolio based on your profile.
You make some individual selections before Exo creates your portfolio.
Build your portfolio yourself by selecting specific focus areas and weightings.
Investing with Exo means you can make the big decisions of choosing where you want to invest, while Exo does all the complex calculations and analysis for you.
Assisted mode gives you the ability to make some of the decisions about your portfolio with the support of our AI.
Exo will build a bespoke portfolio for you, based on your profile, without you needing to lift a finger.
The portfolio evolution graph shows you how your portfolio automatically adapts over time as markets fluctuate.
Individual portfolios, for individual peopleInvest now