Start with your Investor Profile.

Start by answering some questions about yourself to build your investor profile. This will help us recommend appropriate Sidepockets for you.

Choose from an array of Sidepockets.

Browse our marketplace which contains an array of investment models spanning across all major asset classes. Select any number of models that appeal to you.

Our filter engine helps guide you.

Not sure which Sidepocket is right for you? We’ll help guide you with recommendations based on your answers to our risk assessment tool. Find the right Sidepocket for your specific needs in seconds.

Streamlined funding process.

Once you choose to fund a Sidepocket, we’ll take you through the account creation and funding process step by step. Once you choose to fund a Sidepocket, choose which account type is right for you, link your bank account, and you’ll be up and running with a newly funded Sidepocket in minutes.

Powerful analytics at your fingertips.

Monitor the performance of your optimized portfolio using our analytics tool. Managing multiple portfolios and strategies has never been easier.