Edward is a modern investment platform designed for financial advisors and their clients. It offers a range of services to help clients build investment plans and utilize ETF portfolios with adjustable currency hedging. Edward works by connecting experienced financial advisors with smart technology to better assist with wealth protection and growth.

With Edward, your financial advisor is on your side, motivated by the success of your investments. Smart algorithms evaluate your portfolio every week and make necessary adjustments automatically, relieving you of any worries. Edward works with carefully selected low-cost ETF funds from top global asset managers, choosing investment tools from over 20 world exchanges.

Moreover, Edward offers ESG model portfolios that prioritize sustainability, allowing you to invest in companies focused on a sustainable future. Edward distinguishes itself with live advisors who provide personalized attention throughout your investment journey. The platform also provides intuitive investment plans that are easy to understand, constantly monitors your portfolio to align with your goals and risk profile, and ensures transparent fees that prioritize your interests.

Edward provides online client access from all your devices, keeping you informed about your investments through monthly statements. You also have the flexibility to withdraw funds at any time without additional charges. Rest assured, your securities account is held by WOOD & Company Financial Services, the largest securities trader in Central and Eastern Europe.

Your cash balances are held in large bank custodial accounts, with coverage up to 100,000 euros as per banking regulations. Your securities with Edward are held in your name and separate from WOOD & Company's assets. Edward, operated by WOOD & Company Financial Services, aims to offer a better way to invest and manage your wealth, combining the expertise of financial advisors with advanced technology