Allio Core
Grow a well-rounded portfolio that’s aligned with your goals
Core Plans act as the foundation of the investing experience. Start growing a diversified portfolio with round ups and automated transfers that fit with your objectives to build a better planet. You have access to full automation in the asset classes that help shape our world. Our core plan allows our users to test the investment climate, while also having access to our financial literacy that can help keep them dry and warm as they learn about the volatility of seasonal capital markets.
- Access to Micro-Investments
- Automated Transfers
- Access to Full Automation
- Financial Literacy
- Umbrella Borrow
Weathermen Investor Plan
Grow a well-rounded portfolio that’s aligned with your goals, while positioning yourself for retirement with tax-incentivized IRAs in Umbrella Retire
Weathermen Investor Plans are for those investors who want to take the next step in their investing experience by building a portfolio that can help them navigate the market storms of tomorrow by providing them access to tax-advantaged IRA accounts, while also providing them up-to-date news and research. This plan provides access to full and partial automation like our core plan does, but allows our users to take the next step in understanding market forecasts as they continue to learn and grow as investors.
- Includes all Core features, plus…
- News and Research
- Tax Advantages
- Retirement Accounts
Hurricane Investor
Grow a well-rounded portfolio with access to Umbrella Retire and Umbrella Family, while also having access to our holistic view integration and the ultimate digital banking experience
Hurricane Investor is for investors who are serious about Fintech and want to be part of the revolution that’s altering our global financial paradigm. This plan comes with access to everything in our other plans, but also provides them with Umbrella Family and the full digital banking experience that gives them the capability to integrate all of their accounts on multiple platforms in one single holistic snap shot that will let them know if they’re positioned safely for the next hurricane to hit capital markets.
- Includes all Advanced features, plus…
- Up to 3 Custodian Accounts
- Holistic View Integration of All Accounts
- Digital Banking Early Wait List
