How Wealtheon AI Works
Getting started with Wealtheon AI takes minutes. Connect your brokerage, answer a short investment questionnaire, and let our AI engines build and manage your optimized portfolio.
Step-by-Step Process
- Connect your accounts — Securely link your Schwab or other brokerage accounts via OAuth.
- Complete your risk profile — Answer questions about your goals, timeline, and risk tolerance.
- Review your optimization — See your AI-generated portfolio recommendation with full analytics.
- Approve and rebalance — Execute trades directly or review them first. All changes are audited.
- Monitor and maintain — Drift detection and automated rebalancing keep your portfolio on track.