Play
Pause
technology
Just as reflection pools and balanced stacks of stones contribute to achieving tranquility and clarity, well-deployed technology transforms complex processes into experiences of calmness and joy. At goi, we integrate innovative technology to enhance your experience, ensuring deep transparency and insightful communication throughout your investment journey.
We begin by developing a comprehensive financial plan using RightCapital, understanding your goals and balancing them with tailored investment risks. Our technology stack includes advanced performance reporting with Addepar, providing transparency and visibility of your financial portfolio and expenses beyond the traditional quarterly reports. We streamline communication using Calendly for scheduling and Zoom for high-quality video calls and screen sharing, ensuring convenient, personalized, and productive meetings. During these sessions, we share economic insights using Bloomberg to simplify the complex.
With the right balance of technology and personal communication, tranquility and success are not just aspirations but necessary for joy.