How Exo works

Understand how Exo builds and manages unique portfolios for every single client.

getting to know you
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Getting to know you

getting to know you

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.

Decide which mode best suits you

Exo gives you three options when creating your portfolio.

Automatic

Exo's AI creates your portfolio based on your profile.

Assisted

You make some individual selections before Exo creates your portfolio.

Custom

Build your portfolio yourself by selecting specific focus areas and weightings.

CUSTOM

Take full control of building your portfolio

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

Combine your knowledge with Exo's to create your unique portfolio

Assisted mode gives you the ability to make some of the decisions about your portfolio with the support of our AI.

AUTOMATIC

Let Exo take charge

Exo will build a bespoke portfolio for you, based on your profile, without you needing to lift a finger.

ai-auto-graph
  • Cash
  • Gold
  • Emerging markets stocks
  • United States stocks
  • Europe stocks
  • Short-term government bonds
  • Government bonds
  • Corporate bonds
  • High-yield bonds
  • United Kingdom stocks

See your portfolio evolve

The portfolio evolution graph shows you how your portfolio automatically adapts over time as markets fluctuate.

7%
53%
36%
3%

Cash

Bonds

Stocks

Alternatives

06/11/18

Free portfolio preview

This is investing turned on its head

Individual portfolios, for individual people

Invest now
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