Set up client accounts in minutes, Soon takes care of the rest
To set up client accounts, simply find the desired exchange, and connect with username and password.
Soon makes configuring automations extra easy. With defaults, the work is already done for you! Or, if you'd like, use our simple but powerful settings to customize each client's investment approach.
Soon's approach is reactive, utilizing randomness to signal profit sales. This dramatically reduces the effort required to manage client accounts
Soon's algorithms are designed to make responsible investing easier and more approachable to financial advisors
Soon utilizes dollar-cost average the buy, and a similar method to sell consistently and take advantage of day to day profits.
Diversify across asset classes and within asset classes, providing automation for both crypto and stocks.
Soon tracks investment positions individually, buying and selling according to the need of each individual position.
Soon's unique, patent-pending investment approach utilizes randomness for reactive investing, rapidly taking advantage of profit opportunities as they present themselves. It's a more responsible approach that is less emotional and less time-consuming.
Soon makes managing portfolio and investments easy for financial advisors with powerful AI tools.
Soon can select the best exchange to buy and sell from based on real-time prices.
Soon can optimize which exchanges to utilize based on personalized investing schedules.
Soon's algorithm can take into account slippage and volatility patterns to ensure the best performance.
Simple dollar-cost averaging
Automatically sell profits
Configure automated selling settings
Use daily spending activity to trigger the sale of profits
Automatically compound earnings
Automatically track capital gains taxes with dynamic tax-loss harvesting
Automatically replace underperforming positions and harvest tax losses
Soon is the easiest way to support your clients investing needs.
Disclaimer: The tools and information provided by Soon are intended for informational purposes only and do not constitute financial, investment, or legal advice. Cryptocurrency investments are subject to high market risk and volatility. You should perform your own research and consult with a professional advisor before making any investment decisions. Soon is not a custodial service; users must connect their own exchanges to utilize Soon's automation tools. The performance of automation tools can vary and is not guaranteed. Please invest responsibly.