Openvest vs Sumly

Openvest: Investing, Uncompromised Invest like an expert, keep more of your returns, and access elite asset classes—all for one simple, low flat fee. Openvest is the first wealth management platform designed to end the "Percentage Tax" on your hard-earned wealth. While traditional advisors and apps take a percentage of your total balance every year (AUM fees), Openvest offers a revolutionary alternative: professional-grade automated investing and elite alternative assets for one low, flat monthly fee. Why Choose Openvest? Most investment platforms have a hidden "Success Tax." As your wealth grows, they charge you more, even though the work they do remains the same. Openvest flips the script by providing institutional-grade tools at a retail price. --> The $5 Flat Fee Revolution: Stop paying more just because you have more. Whether you’re investing $5,000 or $500,000, your cost is just $5 per month. Nothing more. This isn't just a low price; it's a structural advantage that keeps your capital working for you. --> Elite Alternatives for Everyone: Historically, Private Equity, Real Estate, and Private Credit were locked behind $10M+ buy-ins and "accredited investor" walls. Openvest breaks those doors down, giving you access to institutional-grade alternative investments with no prohibitive minimums. --> Professional-Grade Backend: We don't cut corners on execution. Openvest is powered by Interactive Brokers LLC, providing you with world-class trade execution, deep liquidity, and a battle-tested infrastructure used by the world's most sophisticated hedge funds. --> Automated Recurring Investments: Set your wealth on autopilot. Build a diversified portfolio of stocks, bonds, and alternatives with recurring deposits that automatically balance your risk and optimize your tax efficiency. --> Conflict-Free Advice: Because we don't take commissions from fund providers or a cut of your total balance, our interests are 100% aligned with yours. We don't care which fund you choose—we only care that it's the right one for your goals. --> Zero Hidden Fees: No commissions on trades, no "per-contract" hidden costs, and zero percentage-based management fees. What you see is exactly what you get. Institutional-Grade Security: Your data and assets are protected with state-of-the-art encryption, biometric login (Face ID/Touch ID), and industry-standard security protocols. Build a Portfolio That Actually Compounds Every percentage point you pay in fees is a percentage point that isn't compounding for your future. Over 20 years, a "small" 1% fee can cost you hundreds of thousands of dollars in lost gains. Openvest is built to ensure that the rewards of your growth stay in your account, not ours. Download Openvest today and experience alternative wealth management that works for you, not your broker. Investment Portfolio Products & Disclosures: --> FDIC Insured: Cash balances are eligible for FDIC insurance through our provider(s). --> Interactive Brokers LLC Backend: All asset custody and clearing are provided by Interactive Brokers LLC, a global leader in investment technology. --> May Lose Value: Investing involves risk. Your portfolio value will fluctuate and you may lose money. Legal: Openvest refers to investment products and services offered by Openvest Access LLC, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The $5 monthly flat fee covers investment advisory services. Please see our full Pricing Guide for details. Past performance is no guarantee of future results. Investments involve a high degree of risk and may not be suitable for all investors. Consider your investment objectives and Openvest’s fees/expenses before investing. © 2026 Openvest LLC. All rights reserved.

Sumly is the financial home for the self-employed. Whether you're a freelancer, independent consultant, contractor, or single-member LLC, Sumly gives you one place to manage business and personal finances, file your taxes, and stop leaving money on the table. The average self-employed professional overpays $2,350 in taxes every year. Sumly changes that. What you can do with Sumly File your taxes with confidence: A streamlined filing experience built for self-employed income, deductions, and the complexity that comes with working for yourself. Automatic expense tracking: Your expenses are captured and categorized automatically. No spreadsheets, no manual uploads, no end-of-year scramble. Real-time tax savings: Watch your tax bill decrease as deductions are applied. You always know where you stand. Quarterly estimate reminders: Never miss an IRS deadline. Smart nudges keep you on schedule all year. Top deduction opportunities: Sumly flags high-impact deductions you might be missing so nothing gets left behind. Priority support from a tax expert: When you have questions, a real tax expert is available to help fast. Stay organized year-round and walk into filing season with clarity and confidence. Privacy Policy: https://www.getsumly.com/legal-pages/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/