Goals Based Investing

Quickly build a web or mobile goals based investing solution anywhere globally.

Hydrogen provides a configurable API platform with all of the data storage, analytics, and UI needed to build a cutting edge goals based investing platform anywhere globally. Use Hydrogen as your ONE integration point for the following:

  • Goals Framework
  • Broker-Dealer Integrations
  • Custodian Integrations
  • Client and Account Management
  • Portfolio Construction
  • Portfolio Allocation & Recommendations
  • Customizable Risk & Investment Profiles
  • Simulations & Projections
  • Risk & Performance Analytics
  • Goals Simulations & Tracking
  • Single & Bulk Order Generation & Tracking
  • Model Management
  • Portfolio Management
  • Drift or Period Based Rebalancing
  • Deposits & Withdrawals
  • Advisor assisted onboarding
  • Advisor Support

And much more!


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