Discover hidden opportunities in your portfolio with Total Wealth Intelligence
COLOR represents a rare convergence of advanced AI and decades of wealth management expertise—now available to a select group of investors. Developed in partnership with some of the world's most discerning families.
Advanced analysis developed with the most discerning families
Multi-dimensional risk assessment that traditional advisors miss
Optimization strategies from the highest levels of wealth management
See how COLOR analyzes and optimizes your wealth
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Direct account integration • Document analysis • API connections
Enterprise-grade encryption • Real-time data sync • Zero-knowledge architecture
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COLOR's AI is analyzing:
We've identified 4 key inefficiencies to improve your portfolio
Total Portfolio Opportunity
$2.4M
$126M analyzed across your 3 custodians
$1.1M
Underperforming Cash
Annual potential earnings
$300K
Unrealized Tax Savings
Annual potential savings
$400K
Fee Optimization
Annual potential savings
$600K
Portfolio Imbalance
Annual potential earnings
Your portfolio shows symptoms of cash drag - a common condition where excess liquidity reduces overall returns. Like having money under a mattress, this idle cash is costing you significant opportunity.
0.5%
You have idle cash earning 0.5% APY
4.5%
CIO Group cash solutions offer 4.5% yield
Get detailed methodology explanation
Get personalized implementation support
Subscribe for ongoing monitoring
Drop your files here
or click to browse
Direct account integration • Document analysis • API connections
Enterprise-grade encryption • Real-time data sync • Zero-knowledge architecture
Experience Total Wealth Intelligence
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