Privacy & Term of Use
Information Integration
MoneyOwl-Fair Dealing
Fair dealing is central to MoneyOwl’s corporate culture and ethos. The Company builds long-term relationships with our clients by conducting our business honestly and ethically.
Our policies, systems and work processes are structured with the objective that our market andbusiness activities achieve fair dealing outcomes for you, the client.
- We assess our products and services to ensure that they are suitable for you.
- We ensure that our licensed representatives are competent by undergoing regular trainingand providing you with quality recommendations and services.
- We provide clear, relevant and timely information that accurately represents the products and services offered and delivered, for you to make informed decisions.
Complaints and feedback are taken seriously and resolved independently in a prompt and effective manner. The compliance department and senior management will investigate and recommend a course of action to the feedback or complaint that is received against his staff.
Our process include:
- Acknowledgement of your complaint/feedback within 2 business days.
- Interview with you to understand more.
- Notify you within 14 business days from the date of receipt of complaint or feedback.
About Section
We are an SEC-registered investment adviser firm founded in 2024.
Climate action is not a one-time action. It requires long-term planning with lifestyle preferences. At Optivide, we build up our user’s financial confidence so that they can focus on maximizing their climate impacts.
Finance is the power to drive change. To increase our success rate to the net-zero goal, we need more private capital channels into primary markets.
Climate Action Now-Affiliate Links
Greenr-Community Guidance Policy
Finance is powerful; nonetheless, it is imperfect. People don’t always act based on monetary benefits.
Privacy Policy
Partners(OxCAN)
These partners co-share the vision of the “Collective Climate Movement.” They are the pioneers who foster positive systemic change.
- Section: Trusted by Partnerships/Media(Credibility, Marketing)
- Section: MVP Demo Video/Interactive Demo(How it Works)
- Section: Solution Introduction(What’s the Scenario/Process? Why Now? What are the benefits? What are the features? What are the Risks)
- Section: Impact Measurement & Management(Before/Afters)
- Section: Social Proofs/Client Testimonials/Ambassador Program/Case Studies
Less About Climate, More About Life
Most climate solutions are new and have higher total costs.
Most climate actions do not respect our lifestyle/cultural preferences.
Most climate information is outdated and hard to implement.
Chatbot Code Voiceflow
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Disclaimer: The XXX is for informational purposes only and should not be relied upon for making investment decisions or being treated as financial advice.
Balance Present with Future Needs
- Smart Saving with Climate Action
- Consult Advisor Anytime, Anywhere
The Process
- Step1: Download Our App
- Step2: Provide Transaction Record
- Step3: Review Sustainability Impacts
- Step4: Setup Financial Goals
- Step5: Buildup Financial Planning
- Step6: Practice Sustainable Lifestyle
- Step7: Support Carbon Removal
- Step8: Crowd Invest Climate Startups
Don’t Take Our Words, See How People Response
One of My Best Experience in Climate Action
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Less About Climate, More About Life
High Cost of Living
Most climate solutions are new with higher costs.
High Cost of Living
Most climate solutions are new with higher costs.
Lack of Option
Most climate actions do not respect our lifestyle/culture preference.
Lack of Option
Most climate actions do not respect our lifestyle/culture preference.
Action Inconvenience
Most climate information is outdated and hard to implement.
Action Inconvenience
Most climate information is outdated and hard to implement.
Sustain Lifestyle with Better Future
Start with Finance
Make long-term climate impacts with decisions based on comprehensive financial planning.
Build with Purpose
Share climate achievements tailored to preferences, limitations, and situations.
Grow with Communities
Engage people in communities with better solutions based on collective climate wisdom.
Sustain Lifestyle with Better Future
Start with Finance
Make long-term climate impacts with decisions based on comprehensive financial planning.
Build with Purpose
Share climate achievements tailored to preferences, limitations, and situations.
Grow with Communities
Engage people in communities with better solutions based on collective climate wisdom.
Believe you contribute more positively than negatively to our Earth?
Show Your Impacts with Your Choice. See how we leverage blockchain to secure your information and carbon credits to regenerate nature.
Feel short on making sustainable actions with daily life expenses?
Gain customized financial advice from your artificial intelligence advisor anytime, anywhere, with blockchain-grade security.
Spend Hours Searching for Environmentally Options To Achieve Your Purpose?
Now. It takes minute.
Benefits
- Actionable: How can people do something step-by-step?
- X vs Y: Compare 2 situations for an interesting takeaway
- Contrarian: Something you feel differently about vs the startup quo.
- Present vs Future: How do things work today vs how do you think in the future?
Greater Ambition, Better Decision
Climate with Finance
Take climate action with comprehensive financial planning in mind. Allocate time and money effectively and efficiently for bigger positive climate impacts.
Goal Tracking with Impacts
Build up long-term climate resilience goals with measurable impact information such as greenhouse gases, biodiversity, and plastic usage.
Rule-based Planning
Design an investment policy statement(IPS) tailored to your financial and climate goals with risk management and life limitations
No Conflict of Interests
Provide affordable, inclusive financial service without any conflict of interests.
No Minimum Asset
Start from bank transactions integration. It’s free forever to support climate movement with financial confidence.
24h Personalized Support
Give personalized suggestions on finance and climate anywhere, anytime with your unique AI advisor.
Enhanced User Security
Protect sensitive information with blockchain technology. No compromise the security.
Integrate Seamlessly
Update both market and personal information daily. With dynamic quarterly IPS reviews
Automate Execution
Work with third-parties custodian for investment execution once approved with explicit client consent.
Impact Business
Support social enterprise movement that commits 51% of annual profits to the social purpose.
Professional Commitment
Dedicate to provide best industry practice and standards in our service.
Human Support
Reach out human customer service for service problems.
Interactive Gamification
Improve user experience with implicit gamification design and ethical principles.
Migrate Communities
Migrate Communities with third-parties to send and receive messages in one place.
Verified Personal Branding
Connect personal branding through various social accounts and communities.
Multilingual Service
Generate content in your language.
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