FAQ

About

Wizest is a platform that connects new investors to financial advisors. Investors can draft their own team of financial advisors, making investing as easy as choosing your team in fantasy football.

Anyone can invest through the Wizest platform. We have no investor minimums, unlike many investment alternatives. For our financial advisors, we mandate that you are both registered and accredited.

Our investors can access the same advisors and wealth-building strategies that are usually limited to the 1%. Meanwhile, our advisors don’t have to worry about overhead costs, as Wizest executes client trades on their behalf.

Wizest now offers a free simulator environment for new investors to learn and play with. This experience will always be free for our users. Soon, Wizest will begin live trading. Once you’re ready to invest with real money, Wizest charges just 0.5% for transaction fees and a 0.5% annual fee.

For Investors

With Wizest, advisors never have direct access to your funds. Instead, they are held by the platform. Advisors create portfolio models based on their strategy. Then, when you allocate money to a particular advisor, the platform replicates this strategy on your behalf.

While our current beta only offers a simulator environment, soon, you’ll be able to open an account, deposit funds, and execute real trades, using Wizest just like you have been.

Yes, but only as indicated by your username. Team performance and portfolio performance is accessible through our leaderboard features.

For Advisors

The first thing to do is create a profile on Wizest, including your strategy and investment experience. Next, you’ll be able to use Wizest to create a portfolio of stocks, using a percentage allocation model. Finally, you’ll be able to post and communicate your strategy to attract your first investors.

Presently, advisors are limited to a single portfolio on Wizest. However, we are adding functionality that will permit advisors to have multiple portfolios in the future.

Wizest compensates advisors based on their amount of virtual assets under management. This is subject to multipliers based on user satisfaction, portfolio risk, and portfolio return.

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