Surmount
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About
Surmount is an automated investing tool that simplifies investment management through data-driven strategies and curated portfolios created by expert investment advisors. Users can easily connect with multiple brokers, automate their investment accounts, and access a myriad of pre-built strategies for different investment goals. The platform allows for the creation of personalized strategies with or without coding expertise and offers various insights into strategy performances. The tool promotes financial accessibility and democratizes investing for individuals with varying levels of experience, helping users manage their investments more effectively.
Platform
Features
• user-friendly design
• multiple strategy development
• personalized investing solutions
• expert-managed strategies
• easy to understand interface
• tax harvesting
• position management
• automated order execution
Pricing Plans
Premium
USD20.00 / per month• Automate any investment account
• Create your own strategies
• Unlimited backtests
• Advanced performance insights
Professional
Free Plan• Share your custom strategies
• Private servers
• Multi-client management
• Client view-only access
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