Ripsaw Wealth Tools

Welcome to Ripsaw®, where you take control of the most crucial aspects of your financial life! RIPSAW® is a set of user-friendly tools for do-it-yourself, effective wealth management. It also serves as a device to monitor your investment advisors. First, RIPSAW® consolidates all your assets and liabilities into an automatically updated online balance sheet, which calculates your net worth and highlights the focus of your wealth portfolio. Second, RIPSAW® accesses relevant data to evaluate the risk-return characteristics of each asset in your balance sheet. Third, RIPSAW® aggregates these individual dimensions and their interactions into a wealth portfolio dashboard. Fourth, Ripsaw’s wealth portfolio dashboard includes a comparison of risk-return characteristics against your custom benchmarks. Fifth, RIPSAW’s revision mode provides you the opportunity to examine the impact of changes on your wealth portfolio’s risk-return dimensions—whether from adjusting existing security investments or incorporating alternative investments. Please note that RIPSAW® does not execute trades for you. RIPSAW® does not have control over your accounts. It only accesses information relevant to constructing your wealth portfolio. RIPSAW® includes a suite of tools designed to help you make independent, informed decisions in your best interest. Once you are satisfied with your portfolio revision decisions in RIPSAW®, you can execute these trade decisions through your financial institution. Then, return to RIPSAW® and refresh your balance sheet to view the results.

Ripsaw provides user-friendly tools for self-service wealth management and monitoring advisor performance, empowering users to make informed financial decisions.