Goldberry

What is Goldberry?

A seamless platform that helps investors understand their goals, make informed decisions, and stay connected with their advisor — all in one intuitive space.

 

Problem Statement
Investors feel disconnected from their financial futures. Traditional investment platforms bombard them with confusing charts, opaque jargon, and transactional interfaces, reducing their financial journey to a numbers game. Meanwhile, communication with advisors is fragmented (emails, PDF reports, sporadic calls), leaving clients unsure how their actions align with their goals.

Core Challenges for Investors

• Lack of Clarity
  Investors see portfolios as abstract numbers, not progress toward life goals (e.g., “Is my € 500K portfolio enough to retire?”).
• Passive Participation
  Most platforms treat investors as spectators, not collaborators, with limited tools to adjust goals or engage advisors.
• Communication Gaps
  Advisors share static PDF reports, but clients want real-time, interactive updates and seamless dialogue.
• Overwhelming Complexity
  Buying/selling funds feels risky without context (e.g., “How does selling this ETF impact my dream home timeline?”).

 

How our Platform Solves This

Goldberry Platform transforms investors from passive observers to empowered partners, bridging the gap between advisor expertise and client aspirations.

Key Features 

• Goal-Centric Dashboard:
  Visual timelines show progress toward goals (e.g., a “Retirement” progress bar linked to portfolio performance).
• AI-generated plain-language insights: “You’re 2 years ahead of your college fund goal! Adjust contributions or explore higher-risk options.”
• One-Click Proposal Acceptance:
  Advisors send tailored plans via Goldberry Pro Platform, clients review and approve them in Goldberry Platform with a single click (e.g., “Accept this new strategy for your ‘Travel Fund’ goal”).
• Intuitive Self-Service Tools:
  Simplified buying/selling with goal context
• AI-driven “What-If” scenarios: Adjust sliders to see how lifestyle changes (e.g., a new job, a baby) impact goals.
• Integrated Advisor Collaboration:
  In-app messaging, video calls, and shared annotations on portfolio updates 
• Goal resetting: Clients propose new goals 
• Proactive Alerts: AI monitors portfolios and life milestones: “Market dip detected. Your ‘Retirement’ goal is still safe. No action needed.”
  
  

The Ecosystem Vision

Goldberry Pro Platform + Goldberry Platform = A Closed-Loop System