Your investment advisor charges fees on assets they barely touch. Dew actively manages every dollar.
Dewx replaces your investment advisor with AI-powered portfolio analysis, market monitoring, and capital allocation strategy — giving your business smarter financial decisions without advisory fees eating into your returns.
What's wrong with your current investment advisor
Paying $3K–$10K/mo or 1-2% of assets for advice that underperforms a basic index fund
Your advisor is incentivized to sell products that earn them commissions, not what is best for you
Market-moving events happen in seconds but your advisor responds in days or weeks
Performance reporting is designed to obscure fees and make mediocre returns look acceptable
What Dew does instead
Analyze your business capital allocation and recommend optimal investment strategies based on your goals
Monitor market conditions, interest rates, and economic indicators in real time for your business
Evaluate vendor contracts, pricing strategies, and capital expenditure decisions with data-driven modeling
Track ROI across all business investments — marketing, equipment, hiring, and expansion initiatives
Generate transparent performance reports showing true returns after all fees and costs
Model multiple investment scenarios to help you choose between growth strategies with clear projections
Side by side
Traditional Investment Advisor
Quarterly portfolio reviews with canned recommendations
With Dew
Continuous monitoring with real-time alerts and recommendations
Traditional Investment Advisor
Advisor incentivized by commissions on products they sell
With Dew
Unbiased analysis focused purely on your business outcomes
Traditional Investment Advisor
Opaque fee structures that erode returns over time
With Dew
Transparent flat pricing with no hidden fees or asset-based charges
Traditional Investment Advisor
Generic advice applied to all clients in your bracket
With Dew
Analysis tailored to your specific business, industry, and goals
Frequently Asked Questions
Is Dewx a registered investment advisor?
Dewx provides business financial analysis and capital allocation intelligence — not personal investment advice. It helps you make smarter decisions about where to deploy business capital, evaluate vendor contracts, assess ROI on initiatives, and optimize cash management. For personal portfolio management, work with a licensed fiduciary advisor.
How does Dewx evaluate business investment opportunities?
Dewx builds financial models for each investment opportunity, projecting ROI, payback period, and risk factors based on your historical data and market benchmarks. Whether you are evaluating a new hire, equipment purchase, marketing campaign, or expansion, Dewx provides the numbers to make an informed decision.
Can Dewx help with cash management and treasury functions?
Dewx monitors your cash position, forecasts upcoming needs, and recommends optimal cash allocation — how much to keep liquid, where to park excess cash, and when to draw on credit facilities. It optimizes your working capital so money is never sitting idle.
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One AI replaces multiple agency types. Explore more.
Replace your investment advisor today.
Stop paying $3K–$10K/mo for what AI can do better, faster, and cheaper.
Start For $49/mo