Wealthfront

Robo-Advisory Services: Wealthfront provides automated investment management using algorithms to optimize users' portfolio allocations. The service includes regular rebalancing to maintain target asset allocations and maximize returns over time.

Tax-Loss Harvesting: The app offers an advanced tax-loss harvesting feature that works to minimize users' tax liabilities on investments. By selling investments that are at a loss and replacing them with similar ones, it helps users offset taxes on gains, enhancing after-tax returns.

Path Financial Planning: Embark on a journey to financial greatness with Wealthfront’s Path tool, your new ally in the quest for long-term prosperity. This isn’t just a tool; it’s a full-fledged financial planner in your pocket, designed to help you set and smash those long-term financial goals. Feed it your financial details and watch as it transforms into your personal financial guru, doling out tailor-made recommendations and painting possible future scenarios to guide you through life’s ups and downs.

Cash Account: The Wealthfront Cash Account is a high-interest cash account with no fees, providing users with a secure place to stash their cash while earning competitive returns. The account also offers quick and easy access to funds, adding flexibility to users' financial planning.

Borrowing Solutions: Wealthfront allows users to borrow against their investment accounts with no application process and at competitive interest rates. This feature provides users with a convenient and flexible financing option, without the need to liquidate their investments.