Latest product updates

#1 New Sidebar, Log-in & Coinbase Connect

[Released on July 11th 2025]

We’re building Alphanso Wealth to be your intelligent, all-in-one platform for managing wealth – and this is just the beginning. We’re excited to introduce 3 tiny but mighty changes and our updates about our latest Golden Portfolio returns.

What’s new?

• Fresh left panel – A streamlined sidebar now groups everything neatly:
  • Services
  • Discover for upcoming strategy ideas
  • Accounts (Investments, Bank & credit cards, Liabilities)
  • Documents Vault for all your files
• Crypto integration – Connect your Coinbase wallets in seconds. Balances and sectors flow into your accounts view automatically, right alongside stocks and cash.
• Direct web log-in – Simply head to alphanso.ai and tap Log in. No extra sub-domain or bookmark hunting.

Why it matters
Fewer steps mean faster decisions. When navigation feels effortless and your crypto joins the rest of your portfolio, every decision starts with the full picture.

Just published
We’ve updated our Returns page showing verified performance from Sept 2022 – Jun 2025. The Alphanso Golden Portfolio outpaced the S&P500 by 79.13% at similar risk.

#2 All Accounts, One View

[Released on July 4th 2025]

The new Alphanso Accounts tab lets you link every corner of your financial life, so you can see your whole picture at a glance.

What’s new in Accounts?

• Investments, upgraded – Track allocation (stocks vs bonds vs cash), performance, and changes over time, just like before, but now side-by-side with the rest of your money.
• Cash & spending – Connect bank and credit-card accounts to view current balances, real-time transactions, and an auto-generated expense breakdown by category.
• Liabilities in focus – Add mortgages, student loans, credit lines, or HELOCs to monitor outstanding principal, next payment due, APR, and interest type – no more digging through statements.
• Unlimited connections – Link as many accounts as you’d like and remove them anytime. The platform now seamlessly supports 11,000+ brokerage, bank, credit, crypto and liability accounts via Plaid & SnapTrade.
• Security first – All connections run through OAuth 2.0 flows – meaning you sign in directly with your bank and may periodically be asked for re-authentication for extra safety. Everything remains read-only by default, and is encrypted in transit (TLS 1.2+) and at rest (AES-256).

Why it matters
One login, one dashboard, zero blind spots. Whether you’re rebalancing investments or planning a big purchase, every decision now starts from the full picture – no spreadsheets required.

#3 Documents Vault

[Released on June 24th 2025]

We are happy to introduce our Documents Vault – a secure storage for everything important. With the introduction of the Vault, all of your files are now,

• Centralized – Access and organize all your files in one secure place.
• Streamlined – All advisor requests are compiled and updated real-time in the vault.
• Scale – Select and upload multiple files at once for faster workflows.
• Secure – All documents are encrypted both in transit (TLS 1.2+) and at rest (AES-256), with strict access controls enforced on a need-to-know basis.
• Unified – Uploading via chat or cases is being deprecated in favor of the Vault.
• Access seamlessly on web, tablet, or mobile – just look for Documents Vault in the left menu on web, or under your profile on mobile.

Have thoughts? Drop us a note right from the platform.
Need help getting started? Book a call for a demo.
Stay tuned – More powerful features are on the way.