DFDIRECT
We are a robo-advisor solution for expats, committed to helping everyone get started on their investment journey.
Portfolios managed by Dunhill Financial.
Currently available to individuals with a US address.
HOW DOES IT
WORK?
01
CREATE A PROFILE
Answer a few simple questions as our algorithm does all the heavy lifting for you.
Find out which profile best suits your needs and our platform will optimise your savings to get from where you are now to where you want to be.
LIST YOUR GOALS
Our AI-powered “People Like Me” algorithm helps investors make or validate investment decisions by allowing them to compare themselves to people matching similar profiles.
02
03
FUND YOUR ACCOUNT
Send in your funds from a US institution or any other global currency and fund your account with a recurring deposit or a lump sum. Sit back and watch your investments grow as our algorithm gets to work. Get in touch with us for other currencies.
ABOUT
WE ARE
We focus on creating solutions that do not require a
high-level of financial literacy, and can be used by
first-time investors as well as seasoned investors.
We emphasize financial planning through the framework of goals, to make investing relevant to the client’s life circumstances and plans for the future. Through our “health check” functionality, we monitor the
performance and nudge investors to take action if goals are off-track.
We believe in offering end customers real outcomes through goal-based investing. Our technology helps people identify, prioritize and manage their tangible financial goals using intuitive tools and intelligent
algorithms.
COMING
SOON
