Insight Digital

A guided online investment platform that puts you in control.

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Investing Beyond an Advisor's Office.

The very best in portfolio management is no longer restricted to the super wealthy. In fact, it's no longer restricted to an advisor's office and a set schedule. Insight Digital is a guided, online investment platform that gives you access to the expertise, the tools and the resources to take control of your financial independence.

To get started, follow these three easy steps:

  1. Set aside a minimum $500 investment
  2. Complete a simple yet comprehensive questionnaire
  3. Select a professionally managed portfolio and open your account online

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A modern home office

A "You" Focused Approach.

We'll get to know your investment outlook and risk tolerance, and we'll use your short-and long-term goals to create an investment plan with a you-focused approach to investing. Then, we'll put our investment team to work investing your assets and managing your portfolio, all for an affordable annual fee of 0.50%. Plus, you'll have convenient, 24/7 access to monitor your accounts on your desktop or mobile device.

It's just that easy.

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Disclosures:

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Broadway Wealth Solutions (“BWSI”) is a registered investment adviser located in San Antonio, Texas. BWSI may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. BWSI’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BWSI’s web site on the Internet should not be construed by any consumer and/or prospective client as BWSI’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BWSI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BWSI, please contact the state securities regulators for those states in which BWSI maintains a registration filing. A copy of BWSI’s current written disclosure statement discussing BWSI’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BWSI upon written request. BWSI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BWSI’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through BWSI and individually licensed and appointed insurance agents.


Investments are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value

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Insight Digital

Take control of your financial future.

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