The business licenses hands-free, rules-based trading software to self-directed investors — with no coding required and no asset custody involved. Designed from the ground up to meet U.S. regulatory standards, the platform has attracted over 1,255 active licensees and facilitated over $100 million in capital deployment through partner brokers.
The revenue model blends recurring software subscriptions, broker rebates based on trading volume, and premium financial education — resulting in scalable, diversified income streams.
Tools are structured for international AND U.S.-regulated brokers and FIFO compliance, a key differentiator in a space rife with non-compliant offerings.
