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Ratings and Reviews 0 Ratings
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INTOOINTOO is a global leader in outplacement, trusted by 25,000+ companies for 30+ years to guide their people through workforce change. Our award-winning career transition program blends unlimited 1:1 coaching with innovative, user-friendly technology—helping employees to land 2.5x faster than the national average, with a 97% satisfaction rating. We deliver services in 130+ countries and 40+ languages, and we partner with leading HR teams, delivering real-time program insights, global scalability, and comprehensive support. Our brand promise is simple: We care more—about your people, your results, and you. Our outplacement programs offer: - Career coaching 7 days a week, available on-demand, for strategic guidance on LinkedIn branding, networking, preparing for interviews, job search strategies, and more - A dedicated resume coach for resume review to maximize applicant tracking system (ATS) visibility - Live daily coaching webinars on a variety of relevant job search topics - A custom action plan and tracking tools to effectively manage target jobs - and more
What is Vestiio?
Vestiio acts as a comprehensive portfolio management platform and an AI-powered analyst designed specifically for individual investors who hold stocks and ETFs across various brokerage accounts.
Users have the option to seamlessly link their US and Canadian brokerage accounts in a read-only mode through Plaid or to manually upload their statements if preferred. The platform offers valuable insights into time-weighted returns relative to chosen benchmarks, keeps track of dividend income, and provides a clear picture of portfolio composition, identifying duplicated companies, overlaps in ETFs, and actual sector distributions.
You can interact with the AI analyst, which is knowledgeable about your assets, notes, and investment strategies, offering feedback based on real-time market data. The Pro version includes a feature dubbed Radar, which delivers news notifications relevant to your holdings, while the Premium version introduces Scouts, enabling you to ask questions that Vestiio will validate weekly.
Research functionalities are extensive, featuring a stock screener that employs the V-Score, access to 13F filings from leading fund managers, and thorough market briefings. Furthermore, users can choose to share their portfolios privately or compete on a leaderboard with other investors.
Crucially, Vestiio functions solely in a read-only manner, refraining from any trading or financial transactions. All user data is securely stored in Switzerland, prioritizing privacy and data protection. You can start with a Demo that utilizes sample data without requiring a credit card, and subscription plans are available beginning at an affordable $19 per month, making Vestiio an invaluable tool for investors seeking in-depth insights and management capabilities for their portfolios. As a result, it caters to a wide range of investment preferences and enhances users' overall investment experience.
What is Passiv?
Passiv elevates your brokerage account into a sophisticated instrument for portfolio management. With just one click, you can craft a personalized index, invest, and effortlessly rebalance while managing multiple accounts seamlessly. By linking accounts from our supported partner platforms, you can optimize your investment strategy. If your brokerage isn't on our list, we encourage you to join our mailing list for updates on new integrations. Gain mastery over your investments and effectively maintain your target allocations. Thanks to Passiv’s "buy-only" feature, identifying underweight assets in your portfolio becomes a quick and simple task. The platform automates trade calculations and execution, saving you valuable time in keeping your investments balanced. Furthermore, you will receive notifications whenever new cash or dividends are deposited or if your portfolio diverges from its planned allocation. We work closely with brokerages and leverage their APIs to guarantee that your information stays secure, ensuring compliance with their regulations. You will find that utilizing Passiv for your investment management brings both convenience and a sense of security. Overall, Passiv not only simplifies the investing process but also empowers you to make informed decisions with ease.
Media
No images available
Integrations Supported
Integrations Supported
Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
API Availability
API Availability
Has API
Pricing Information
$19/month
Pricing Information
$99 per year
Free Version
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Company Facts
Organization Name
Vestiio GmbH
Date Founded
2026
Company Location
Switzerland
Company Website
vestiio.com/en
Company Facts
Organization Name
Passiv
Date Founded
2017
Company Location
Canada
Company Website
passiv.com
Categories and Features
Stock Portfolio Management
Not specified
Categories and Features
Stock Portfolio Management
Not specified