Our Mission
Enhancing investment management through innovative financial solutions.
Portfolio Excellence
Setting benchmarks in portfolio management with innovative, user-friendly solutions.
Risk Management
Bringing higher returns with lower risk through sophisticated portfolio strategies.
For Professionals & Investors
Designed for financial professionals managing client portfolios and technically-minded individual investors.
Our Products
Tools designed by finance professionals for finance professionals
PREMIUM
Rebalancer
- ✓ Set clear targets for each wallet, including stocks, bonds, crypto, and other assets
- ✓ Efficiently rebalance your portfolio to align with your goals and risk tolerance
Coming Soon
FREE
InfinitePay CSV to OFX
- ✓ Convert InfinitePay CSV statements to OFX format quickly and easily
- ✓ Process locally in your browser - your data never leaves your computer
- ✓ Compatible with major financial software like Quickbooks, YNAB, and more
- ✓ Simple 3-step process: Upload CSV, verify account details, download OFX
Simple, Transparent Pricing
Start with our free plan and upgrade to premium when you're ready for more power.