How is Sidepocket different?
We want you to succeed with or without us.
We’re the only tech that provides
24/7
Market monitoring.
12x
Tactical rebalances per year - which is about 12 times more than a traditional advisor - robo or human.
TAA
We actively manage your assets to minimise drawdown through automatic tactical asset allocation.
Rest assured your money is in safe hands with us, even when the market dips.
We truly believe in our mission
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We’re on a mission to modernize the investing underlying models currently used by the majority of investment advisors with the use of quantitative modeling, predictive analytics, and advanced statistical analysis.
We offer two subscription plans, depending on your needs. All-access gives your everything Sidepocket has to offer, and LITE offers everything you need to evaluate if Sidepocket is right for you.
ALL-ACCESS
1
$5.95 / Month
or 0.79% annually
*Greater of, billed monthly
- CORE Sidepockets with automatic rebalancing
- PRO Sidepockets - Access to the most cutting edge quantitative strategies
- Dedicated Brokerage Account
- Dedicated Retirement Account
- Automatically schedule deposits
- Dynamic risk assessment tools
- Active account monitoring and alerts
LITE
2
$3.29 / Month
or 0.79% annually
*Greater of, billed monthly
- CORE Sidepockets with automatic rebalancing
- Dedicated Brokerage Account
- Automatically schedule deposits
- Dynamic risk assessment tools
- Active account monitoring and alerts
- Fund up to 5 Sidepockets per account
Ready to get started?
Download our mobile app.
Download SidepocketDownload our mobile app.
Sidepocket subscription fees are assessed based on the subscription plan in which you are enrolled. There is a minimum investment of $250 to open an account for Sidepocket LITE. Client automatically upgraded to Sidepocket All-Access when account balance reaches $5,000 in net deposits. Only account balances that have reached $5,000 in net deposits qualify for Sidepocket All-Access. Customers may revert to LITE if they are below $5k in net deposits and have no dependencies on All-Access features.The investment management fee is charged and billed monthly and in arrears. The fee will be calculated based on the average daily balance of your account on the last business day of the previous month. Multiple accounts within the same household (sharing the same legal address) are not aggregated. The subscription fee for the platform will be charged monthly in advance.