The markets can be complex — especially for investors with limited time or bandwidth to stay active. That’s where our Automated Strategy Management service comes in. Powered by New Wealth, and guided by the strategy team at Forge First, this solution offers a seamless way to align your portfolio with a proven, performance-driven approach - without needing to manage every trade yourself.
Your account mirrors our trades in real time, granting you direct access to the same strategies we execute ourselves, all while maintaining full control of your funds. It’s more than passive investing. It’s active, intelligent portfolio alignment - combining flexibility, transparency, and real-time trade execution in one integrated experience.
A performance-based fee applies, only on profits, and only when earned.
To begin, simply click below to securely access the New Wealth Portal. Complete registration in minutes and activate your dashboard to begin tracking trades and performance as they happen.