Intelligent Advice

Targeted Allocation

Moola customers will be made aware of signals that can help them protect and increase their capital, based on financial and portfolio settings selected to achieve their self-assigned goals.

Rebalancing

Moola suggests rebalancing the portfolio if has deviated away from the target asset allocation. Moola automatically rebalances its indexes and funds to maintain the original level of asset allocation and risk.

Portfolio Optimization

Moola suggests optimizing the portfolio based on financial and portfolio settings selected to achieve their self-assigned goals.

Trading Costs

Moola automatically checks pre-trade transaction costs and daily executable volume to help you taking better trading decisions.

Execution Management System

Moola allows positions to be managed on a fund basis, or by strategy

Risk Management

Moola uses institutional-level risk management tools to protect the investments against market risk, trading risk, liquidity risk and frauds/hacks.