Meet
InvestorCompass
chatbot
YOUR NEW ALL-IN-ONE SOURCE
OF FINANCIAL INFORMATION
Investor Compass offers its innovative dashboard of financial information – ultimately comprehensive, simple and adjusted to your needs.
Answer a few questions, indicate your preferences, objectives and attitude towards risk and get a fully functional, individually designed operational panel giving you full control of relevant financial information streams. Forget about loads of useless and doubtful analytics and reports, along with dozens of hours spent on looking up and analyzing necessary financial reports and news. Just open Investor Compass and make the right decision.
Investor Compass will become an irreplaceable tool for your day-to-day investment transactions and help you to make decisions quicker and without any hassle. Now you don’t have to look through numerous professional websites, financial blogs, financial news, or analytical reports. Investor Compass collects everything you need in one place. You will never miss something important – and you won’t waste time reading analytics that are not helpful for your particular goals.
Investor Compass takes into account your level of training, experience and qualification. Don’t know what P/E is? Don’t worry, we’ll find a way to explain it quickly without overwhelming you.
Have a master’s degree in finance? Investor Compass will easily find something more sophisticated for your taste.
HOW IT WORKS
Your first step with Investor Compass is you’ll be asked to fill in a questionnaire. The Investor Compass’ chatbot operates on an advanced AI that collects information regarding each particular investor’s:
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Background;
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Financial literacy;
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Type of security preferences;
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Industrial preferences;
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Planning time-frame;
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Age;
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Risk profile;
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Interests;
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Others;
After the questionnaire is completed, the chatbot will process the collected data and create your personal investor profile and financial dashboard.
DASHBOARD CONTENT DESCRIPTION
With Investor Compass you’ll have the pulse of the financial world that is the most important to you at your fingertips. Investor Compass’ dashboard contains:
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Links to daily news on investment instruments you are interested in;
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Fresh analytical reports best suited to your needs;
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New investment opportunities aggregated from all over the market;
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Links towards sources of technical and fundamental analysis, financial forecasts, etc.
Investor Compass considers its mission to support do-it-yourself investing all over the world. We believe that we can help people to make better investment decisions by providing them with financial information that is relevant to each user’s particular financial goals and financial state.
By doing so, Investor Compass helps to build a better
environment for private investing globally.
WHY CHOOSE INVESTOR COMPASS?
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Investor Compass is an all-in-one solution. You don’t have to compile loads of data from numerous sources anymore.
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Investor Compass provides you with data YOU need. Financial markets often are confusing and overloaded with purposeless numbers. Stick to your own strategy by only studying useful information.
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Using Investor Compass is quick. Save hundreds of hours from working through pages of irrelevant financial reports.
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Using Investor Compass is simple. Using Investor Compass does not demand any learning curve. Just tell us about yourself and get started.
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Investor Compass is unbiased. Unlike traditional financial services providers, the Investor Compass AI is not interested in pushing you toward unreasonable deals.
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Investor Compass will save your money. The commissions of investment companies are not transparent. That’s our difference, pricing is simple – you only pay a fixed subscription fee.
F.A.Q.
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How does the chatbot build my dashboard?The Investor Compass’ AI takes into account your background, financial literacy, type of security preferences, industrial preferences, planning time-frame, age, risk profile, interests and other factors.
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Can I buy stocks/bonds via the сhatbot?No, Investor Compass only aggregates information and links that are relevant to a certain investor and does not serve as financial services company. It allows us to stay flexible and refer you to any investment company that really fits your needs (if any).
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Is the information on my dashboard fresh?Yes. Investor Compass refreshes data and links on your dashboard in real time.
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Why should I use Investor Compass?Investor Compass helps you to save your time, effort and money. Investor Compass’s AI will always deliver the freshest and the most relevant financial data, sorted out and adjusted to your needs. You only need to make the decision.
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How do you bill me for using Investor Compass?We will only charge you $3 per month for your subscription. The subscription may be cancelled whenever you want. Investor Compass does not charge you for any transactions made as a result of information provided by the service.
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Can I take the questionnaire once again?Yes. If your financial state or goals have changed (or you simply want to readjust your profile for any other reason) you can do it at any time.
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Do you disclose my personal data to anyone?No, your personal data is processed by AI solely. Neither Investor Compass employees, nor third parties have access to it.
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Are you paid by investment companies who you refer me to?Although Investor Compass may in some cases earn a commission for analytical products you purchase on the platform, it will never advise you to anything that does not fit your needs and strategy. That is possible due to the monthly subscription model.
TEAM
Lisa Man (Hoi Yin) CEO
has over 20 years of experience in Wealth Management, Private Banking. Her in depth financial product knowledge, excellent reputation and focus on customer satisfaction are driving our team to offer our clients the best service in the industry.
Ronald Man (Kwok Fai) COO
is an experienced executive with more than 15 years of project management experience. He managed a great deal of construction projects conducting financial and operational analysis and overlooking the operation to completion. responsibility in the real estate industry.
Lu Min CMO
is a seasoned financial industry professional with over 16 years in the banking sector. She held several management roles in some of China’s major banks where she built and led quality sales teams.
CONTACT US
For any inquiries, please email us:
our address
907 Alness St,
North York, ON
M3J 2J1
Alternatively
you can fill in the following
contact form: