Have questions? We have answers.
Frequently Asked Questions
Allocation boundaries are upper and lower limits set for each category in
your mix. They help maintain a chosen balance by triggering alerts when thresholds are breached.
wealthsatori’s system monitors your blend and sends notifications via email
or mobile when a threshold is crossed or a scheduled review is due.
Yes. You can choose daily, weekly or monthly reminders and sync them with
your calendar for timely review.
No manual steps are needed. The platform automatically tracks, compares
against your boundaries and issues action prompts.
The reminder feature works via SMS and email. A dedicated app is planned for
future rollout.
We use industry-standard encryption and compliant protocols to safeguard
your information.