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Wealth intelligence.
Built around you.

A first look at the Fractr platform — institutional-grade tools for the self-directed investor who manages their own wealth and wants every advantage to do it better.

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Dashboard
Portfolio
Vault
Scenarios
Experts
CW
Good morning, Chris.
Your wealth intelligence update — Sunday, May 25
Total net worth
$2.4M
↑ 3.2% this month
Portfolio value
$1.8M
↑ $42k this week
Annual cash flow
$94k
↑ on track for retirement
Intelligence score
87/100
↑ 4 pts this quarter
Portfolio performance 12 months
Asset allocation Current
Equities 42%
Fixed income 26%
Real estate 14%
Cash & other 18%
Income tax treatment Current year
Tax-free income (Munis)$18,400
Qualified dividends (15% rate)$24,200
Ordinary income (IRA withdrawals)$51,400
Tax efficiency score
74/100
↑ Opportunity detected
Shifting 12% of IRA to Roth could reduce your lifetime tax burden by est. $38k.
Market moment alert
S&P 500 down 2.3% today. Based on your allocation, your portfolio impact is estimated at -$14,200. Here's what we'd suggest reviewing.
Intelligence insight
Your cash position of 18% is above your target range. Consider running a scenario to model redeployment options given current market conditions.
"The hardest financial moment isn't building wealth. It's knowing when you have enough — and trusting your plan to last."
Built for every stage of your financial life
What's inside

Every tool. Finally for you.

The full Fractr platform — launching to founding members first.

01

Financial vault

Upload trusts, wills, estate plans, and statements. AI organizes and analyzes everything instantly.

02

Portfolio intelligence

Institutional-grade analysis of your allocation, fees, and risk. Built around your actual goals.

03

Market moment alerts

Personalized guidance when markets move — specific to your portfolio, not generic news.

04

Scenario engine

Model any financial decision instantly — business sale, early retirement, major liquidity event.

05

On-demand experts

When decisions get complex, a senior advisor steps in. No retainer. Just expertise when you need it.

06

Institutional security

SOC 2 Type II certified infrastructure. Your financial data protected at the highest standard.

07

Cash flow engine

See exactly how much you can spend each month — for life. Social Security timing, withdrawal sequencing, income gaps, and portfolio longevity all in one clear picture.

08

Life planning engine

Retire now or in three years? Sell the business? Take Social Security early? Model every major decision and see the real impact on your financial life before you commit.

Built for every stage
The DIY Accumulator
Ages 30–50
Building wealth on Robinhood, Schwab, or Vanguard — and ready for institutional-grade intelligence to back every decision.
The Pre-Retiree
Ages 50–62
Peak earning years, starting to plan the transition. The cash flow engine and life planning tools answer the question you're asking at 2am.
The Recent Retiree
Ages 62–75
The paycheck stopped. Fractr shows you exactly how to convert your portfolio into income that lasts — with confidence, not guesswork.

Be first on the platform.

Founding members get early access, locked pricing, and direct input on what gets built first.

Join the founding waitlist