Snapshot View

One comprehensive overview of everything
you own and owe, in one place.

Trends & Scenarios

Check out how you're trending towards retirement
or other financial goals, and plan custom scenarios.


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The Strabo Dashboard

One of the most important features of the dashboard is the portfolio allocation display. This gives users the opportunity to observe their asset allocation: firstly to see the split between cash & short term deposits, traditional investment and alternatives, but then on a more granular level how these are broken down. You'll want to see how your portfolio is split, observe performance over time and make the necessary rebalancing adjustments where required.

Tailored insights

Of course, there are limits to what we can tell you - we’re not in the business of dishing out financial advice, but that’s ok because each person’s asset allocation should be unique to their idiosyncratic needs.

Set goals and targets

After setting a target, you’ll be able to track progress towards it and rebalance as necessary.
This is vital - it's the action step, so we can't do it for you! But we can guide you every step of the way.

Track investment allocation

Your asset allocation will change over time with your capacity for risk, with more or less responsibilities and less and less time until your target retirement date. You can also track allocation across asset type, industry and sector.
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