Assisted investing

Professional assistance, only where it is lawful

For clients who do not want to trade themselves, TRADIXA is building a regulated request path for managed and assisted portfolios.

This service is currently disabled. It becomes available per jurisdiction only when every condition below is met.

Portfolio managers reviewing an allocation screen
Illustrative photography. Screens shown are decorative and are not TRADIXA market data.

Activation conditions

  • 01Investment-management or advisory licence held in the client's jurisdiction
  • 02Qualified custodian appointed for client assets
  • 03Suitability and appropriateness assessment completed
  • 04Written mandate, fee schedule and risk disclosure signed
  • 05Independent reporting and audit trail in place

What we will never say

TRADIXA does not and will not promise guaranteed profit, risk-free trading or fixed return percentages. Investment outcomes vary and losses are possible, including the loss of your entire invested capital. Any performance data published will be factual, sourced and shown with its risk disclosure.

Register interest

Create an account and complete verification to be contacted when assisted services open in your jurisdiction.

Open an accountPreview the request flow