What is OnTrak, and how does it help me stay on the right path with my investments?
OnTrak looks at your financial goals and current portfolio, then keeps you posted on whether your money is invested the right way to reach them.
You start by picking the investor profile that fits you best RankMF has 13 personas to choose from, based on things like your risk appetite, income, and financial goals. Once you’ve picked one, OnTrak compares your portfolio to the ideal mix for that profile and tells you where you’re off track.
It won’t make changes on your behalf instead, it sends you an alert over email, SMS, and WhatsApp whenever your investments drift 10% or more from where they should be, so you can decide what to adjust. And if your goals change down the line, you can switch to a different profile anytime.
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