Consolidate multi-broker portfolios, enforce allocation rules, and track your path to financial independence. Bank-grade security. No investment advice. Just clarity.
Stop toggling between broker tabs and spreadsheets. See your full financial picture, enforce your rules, and plan for the decades ahead.
Schwab, Interactive Brokers, Saxo, Swissquote -- every position from every broker in one dashboard. No more logging into four portals.
Set your FI number, track progress monthly, and run 30-year projections. Know exactly when work becomes optional.
Wills, trusts, deeds, and insurance policies -- encrypted at rest and in transit on AWS. Access anywhere; share with advisors on your terms.
Define allocation limits, concentration alerts, and rebalancing triggers. Your investment policy enforced automatically -- not just documented.
Real-time market data via Polygon.io. Benchmark against indices, track tax lots, and see exactly where returns come from.
Map beneficiaries, model exit strategies, and manage multi-member household portfolios -- all with a full audit trail for your advisors.
Every plan includes encrypted storage, real-time market data, and AI-powered portfolio insights. Pay monthly or save two months with annual billing.
Exploring Enterprise or Advisor plans? Have questions about how OptimalFinancial fits your setup? We respond within one business day.
OptimalFinancial is built by Maddison Inc. for people who take their wealth seriously -- whether you manage one portfolio or ten. Tell us what you need and we will show you how the platform fits.