When it comes to investment, we usually think of charts, returns, and the market's inaccurate predictions. But Lorenz's new roadmap indicates that the real innovation is a design that helps an average busy person shape the future easily.
The core strength of this roadmap is its focus on human behavior. Not complex strategies—but tools that reduce fear, hesitation, and volatility. In a time when AI is transforming our lives, why are investment tools still outdated? Lorenzo is providing the answer to this question.
Key highlights:
Investing Co-Pilot: Not silent decisions like robo-advisors—will explain simply why it's doing what it does.
Simplified personalization: Custom portfolios even for small accounts with direct indexing + tax automation.
Sustainable tilt: Green investments are not mandatory—they can be tuned according to user preferences.
User-friendly automation: Rebalancing, tax-loss harvesting—everything is arranged in a way that the user can understand what is happening.
Scenario-based learning: A new experience of learning how portfolios performed in past crises, or how the saving rate impacts the future.
Guardrails: Smart alerts to prevent panic selling at the wrong time or unnecessary over-concentration.
Ultimately, Lorenzo's roadmap shows that innovation is not just flashy tech, but creating tools that help people stay grounded in their plans during tough times. The market will surprise us, but the right design will be by our side.
Note: This is a personal opinion; not investment advice. Please verify independently before making decisions.
