Inviscid Technologies operates as a digital registered investment advisor offering an automated cash management service called Active Cash Management. Designed for individuals and corporate clients, the firm uses a rules-based algorithm and interactive website to monitor linked bank and brokerage accounts. When excess cash is identified based on client-defined thresholds, Inviscid automatically sweeps funds into a brokerage account held at Interactive Brokers and invests them in short-term, yield-bearing options such as U.S. government securities, money market mutual funds, exchange-traded funds, certificates of deposit, and corporate debt. The service provides continuous portfolio supervision and automated rebalancing without human advisor collaboration. Clients cannot engage in self-directed trading through the platform. Inviscid does not offer traditional financial planning, tax preparation, or estate planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.00% |
Individual retail clients pay 0.00%. Corporate and institutional clients are charged an annual fee of up to 0.20%, calculated and billed daily. Fees are negotiable based on asset size, transaction activity, and account complexity.