Just a few weeks ago we opened access to a small group of users to try PowerUp Elite. We are thrilled to share that last week we crossed 1,000 Elite members and this is only the beginning!
Our goal with Elite is to make mutual-fund investing truly effortless. Whether itās fund selection, portfolio review, rebalancing, or allocation planningāyouāll have it all with Elite membership.Ā
We are now doubling down on making Elite the gold standard for mutual fund guidance.
š¶ So, what is PowerUp Elite?
Elite is a membership for serious investors who know that even small improvements in fund selection, allocation, and rebalancing can compound into meaningful wealth.
It brings together:
- Selection: Unlock top-rated funds with Power Rank. Skip the guesswork.
- Review: Track if your funds are getting better or worse with Rank Trends.
- Rebalancing: Get a tax-efficient, quarterly switching plan with Power Rebalancing.
- Allocation (Coming soon): Build and maintain a portfolio mix aligned to your goals with Power Portfolio.
All of this is backed by institution-grade research, without the high, AUM-linked fees of traditional wealth managers. Itās everything a mutual fund investor needs, in one simple, end-to-end membership.
š¬ What our members are saying
We are super excited to hear the feedback from our early members. Many members have written directly to us, and on social mediaāsharing how Elite has brought both convenience and confidence to their investing.
The best part is most of them are seeing PowerUp as their go-to destination for mutual fund guidanceāand this is exactly what we set out to solve.
Many of the members also shared what else they need us to solve. Weāre already on it!Ā
š Whatās next
This milestone is just the start. Hereās whatās coming up:
- Elite opens to everyone ā No more early access. Itās time.
- Rebalancing plans launch in August ā every Elite member who joins before July 31st will receive their personalised plan
- Launching buy & sell inside the app ā So your entire mutual fund journey lives in one place.
Stay tuned. This milestone is just the beginning and weāre tirelessly working to bring a lot of new features for you to make mutual fund investing truly effortless.
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