Nurture Your Family's Dreams

Investudio's platform is designed to cater to your family's unique financial aspirations, offering personalized strategies while ensuring your money is securely managed at Interactive Brokers. It's not just about wealth accumulation; it's about building a legacy for generations to come.

In today's unpredictable world, your family's financial security is paramount. Our Family Fund is more than just a savings tool — it's a long-term investment in your family's future. Envision a future where every family member benefits from the collective financial growth, ensuring both individual and familial prosperity.

Navigate life's uncertainties with assurance. With Investudio's Family Fund, you're not just investing money — you're investing in your family's future stability. This fund serves as your financial cushion, allowing you the peace of mind to make life's big decisions without financial worries.

Strengthen Family Bonds and Unity

When your family is united by a common financial vision, bonds deepen and mutual understanding blossoms. It goes beyond mere wealth transfer; it’s about instilling a sense of collective financial stewardship. The outcome? A family that’s not only closer but also financially resilient.

Face Life's Twists with Certainty

A thoughtfully managed family fund stands as your financial shield, empowering you to make pivotal life decisions. Be it purchasing a dream home or ensuring top-tier education for your children, you can proceed with confidence, even when faced with life’s uncertainties.

Chart a Unique Financial Journey

Why tread a beaten path in investment? With a family fund, you have the liberty to shape your investment portfolios in harmony with your family’s distinct dreams. Seize control, evolve with your family’s needs, and set a course towards a flourishing future.


Your Roadmap to Investment Success

Embarking on the journey of corporate investment doesn't have to be daunting. Our comprehensive guide breaks down the process into four manageable stages: Account Setup, Software Configuration, Role Assignment, and Trading Operations. Follow these steps to ensure a smooth and successful investment experience.
1) Account Setup and Goal Definition

The first step in the algorithm involves opening a corporate account with Interactive Brokers. This is followed by defining the objectives and terms of the fund, including identifying the participants, specifying the investment amounts, percentage shares, and setting the timeframes.

2) Software Installation and Initial Configuration

The second phase focuses on acquiring the Investment Office software. After the purchase, the next steps are to install and configure the software according to your needs. Funds are then deposited into the Interactive Brokers account to prepare for trading activities.

3) Account Linking and Role Assignment

In this stage, the corporate account is linked to the Investment Office. Roles and responsibilities are distributed among the participants. An investment strategy is chosen, and the account is divided into various portfolios to align with the fund’s objectives.

4) Trading and Portfolio Management

The final step involves initiating stock market operations and managing the portfolios. This is also when the ongoing support for fund participants begins, ensuring that everyone is aligned with the fund’s goals and strategies.

Let's Win Together

We are proud of our clients, community and employees, and work hard to make sure they are proud of us. We’re there for you and we’re looking forward to hear from you.
United States
5253 W Belmont Ave
Chicago IL 60641, USA
Email Us
18 Efskiou pefki, 3110, Limassol, EU
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+357 250 30 252

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    Key Features

    Analytics & Automation

    Analyze assets across portfolios and automate order executions, according to selected strategies.

    Account Management

    You can link one or multiple Interactive Brokers investment accounts and manage them centrally.

    Strategy Selection

    Choose and apply investment strategies to accounts, either those included in the program or your own strategies.

    Portfolio Management

    Handle all aspects of investment portfolios, including creation, closure, funding, withdrawals, and transfers.

    Client Service

    The platform can be used to serve both individual and corporate clients, including financial institutions and advisors.

    Role Assignment

    Define roles and responsibilities for staff involved in investment management, such as administrators, managers, and traders.

    Portfolio Segmentation

    Allocate investment accounts into separate portfolios for different clients and financial goals.

    Leverage Our
    We offer personalized investment solutions that empower businesse owners and individuals to achieve their financial goals with confidence and control.