Farther
AI wealth management with human advisor oversight and automated portfolio management
Overview
AI-powered wealth management platform that combines technology with human advisors. Offers automated portfolio management, tax optimization, and financial planning with a dedicated advisory team.
Key Features
- Automated Portfolio Management
- Tax Optimization
- Financial Planning
- Human Advisor Team
- Integrated Platform
Integrations
CustodiansBanksTax SoftwarePlanning Software
Details
- Platforms
- Web, Mobile
- Target Users
- High Net Worth Individuals, RIAs, Wealth Managers
- Pricing Model
- Subscription
- Full Pricing Details
- Contact for pricing
Related Tools
📈Portfolio & Investment Management
Orion Advisor Tech
Complete portfolio management: trading, rebalancing, reporting, billing.
portfolio-managementtradingrebalancing
📈Portfolio & Investment Management
YCharts
Investment research: screening, models, fundamentals, client reports.
investment-researchscreeningmodel-portfolios
📈Portfolio & Investment Management
Morningstar Direct
Institutional research: fund data, portfolio analytics, custom reporting.
institutional-researchfund-dataportfolio-analytics