Frequently Asked Questions

Investment Reform is a team of advisors specializing in investment strategy, portfolio management, and wealth planning for individual investors. We combine hands-on advisory work — portfolio construction, asset allocation, retirement and risk planning — with an AI Investment Advisor that screens the market on your behalf. Instead of manually comparing options across scattered platforms, you set your own filters and our AI Investment Advisor scans equities, bonds, ETFs, CFDs, crypto and FX to shortlist the options that best match what you’re looking for, complete with publicly available factsheets and track records.

Because narrowing down investment options shouldn’t take hours of manual research spread across different platforms. The AI Investment Advisor screens the market against filters you set — asset class, risk level, sector, region, cost and more — and returns a shortlist backed by the publicly available factsheets and track record data you need to compare confidently. Instead of spending days researching, you get a structured, filtered shortlist on demand — cutting research time and helping you spot the right-fit instruments faster.

A dedicated multidisciplinary team with extensive experience across investment management, financial advisory and capital markets, most of whom have worked for years in multinational financial institutions. That mix means every screening filter and recommendation is grounded in real portfolio management practice — from asset allocation and risk management to retirement planning and day-to-day investment operations.

It depends on how hands-on you want to be. If you are a self-directed investor who is comfortable running your own screens and reviewing factsheets and track records, a Monthly or Annual Investor plan is usually enough. If you also want dedicated investment advisory time and personalized portfolio recommendations on top of the AI screener, an Advisory plan (Monthly or Annual) is the better fit. Annual plans save over 16% versus monthly. If your needs are more complex, or you would like a custom arrangement, contact our advisory team and we will size a package around your actual usage. See the Pricing page for a full comparison.

Yes. The handling, storage and protection of your data are governed by the Terms and Conditions you accept when you create an account. Any portfolio information or documents you share are stored privately and scoped to your account, access is limited to authorised users and secure systems under confidentiality obligations, and your data is used only to run the filters and generate the shortlists you request — it is never shared with third parties for unrelated purposes. You can delete your shared data from the client portal at any time.