Questions? Feedback? powered by Olark live chat software
Upside white

Welcome to the next generation
of financial advisor software.

St. Louis Post-Dispatch
Business Insider

Upside's automated managed account platform will solve some of your biggest challenges.

See what challenges we can solve for you.

Learn about our solutions

Digital is not a threat to the traditional model. Instead, a combination of digital and human will propel firms into the future.

Bill Doyle, Forrester Research

The next generation of investment advice is using digital to transform the client-advisor relationship.

Barry Benjamin, PWC

Online resources can increase investor confidence and faith, fostering more trust-based relationships between advisors and investors.

Alex Pigliucci, Accenture

As more Baby Boomers draw down assets, advisors must attract younger customers who have higher expectations for online services.

A managed account platform for the digital age.

Upside’s automated managed account platform uses technology and algorithms to advise, manage, and service clients who want next-generation investment services from their investment advisors.

Learn about product features

An investment strategy built on two Nobel Prizes in economics.

Upside's passive investment strategy uses Modern Portfolio Theory to construct portfolios balanced for volatility and return. But risk isn't just about volatility -- that's why we use downside risk to select the right portfolio to help your clients reach their goals.

Learn about investment strategy

See for yourself how Upside can improve your client relationships and manage their investments more cost-effectively.