◆ Private Wealth Intelligence
Your wealth,
intelligently managed
Monterra combines AI-powered wealth advice with real portfolio analytics — built for those who take their financial future seriously.
$2.4M+
Average portfolio tracked
AI-first
Not just another dashboard
Private
Your data stays yours
Portfolio Overview
● Live
TOTAL NET WORTH
$2,847,320
↑ +$142,800 this year · +12.4%
Portfolio
$1,640,500
Cash Flow
+$8,200/mo
Goal Progress
68%
Risk Score
Moderate
Your tech concentration is 38% — above your stated 30% limit. Consider rebalancing.
Built different
Everything your wealth advisor charges $10k/yr for
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AI Wealth Advisor
Personalized guidance anchored to your full financial profile — not generic internet advice. Your advisor knows your goals, risk tolerance, and investment thesis.
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Portfolio Analytics
Real-time holdings tracking with look-through exposure, concentration risk analysis, tax-lot awareness, and dividend income projections.
◎
Goal Simulations
Monte Carlo projections show your p10/p50/p90 outcomes across 1,000 paths. Know exactly if you're on track — years before it matters.
⊙
Market Research
Macro intelligence layer across 7 domains — from rates and geopolitics to crypto and climate. Calibrated to your portfolio exposures.
◉
Smart Alerts
Concentration alerts, goal-pace warnings, drawdown signals, and profile gaps — surfaced before they become problems.
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Investment Thesis
Build a permanent investor identity — your philosophy, behavioral biases, and market views — that governs every advisory conversation.
