When people make investment decisions they usually inject their biases into the process. Algorithms can help increase objectivity. But today's robo-advisors can only manage assets in their own accounts and are unable to see the big picture when multiple banks or accounts are involved. In other words, the client's financial well-being is often partially optimized.

Lux's engineers have created applications and tools that help investors take successful ownership of the portfolio management process. From advanced behavioral assessment tools to automated cross-account investment strategies and trades execution, Lux will transform the way people think about wealth.