Frequently Asked Questions
Answers to the questions we hear most often from parents evaluating Rörelse Valtaris for their family's portfolio oversight. If you don't find what you're looking for, our contact page is the fastest way to reach us.
What exactly does Rörelse Valtaris do?
Rörelse Valtaris monitors your investment portfolio using AI-driven analysis and delivers clear, structured summaries so you can stay informed about your holdings without spending hours reviewing statements or market news each week.
Is Rörelse Valtaris a financial advisor?
No. Rörelse Valtaris is a monitoring and reporting tool, not a licensed financial advisor. We surface information and observations about your existing portfolio; we do not provide personalized investment advice or execute trades on your behalf.
Who is Rörelse Valtaris designed for?
Rörelse Valtaris is built for parents and busy households who want rigorous, ongoing visibility into their investments but don't have the time or inclination to track markets daily. It's meant to reduce the mental load of staying on top of finances.
How do I connect my accounts?
Once you request access, our onboarding flow walks you through linking your existing brokerage or portfolio accounts. The exact steps depend on your provider, and our team is available to help if you run into any issues during setup.
Is my financial data secure?
Protecting client data is a core part of how Rörelse Valtaris is built. We use industry-standard safeguards to handle account information responsibly. For full details on data handling, please refer to our Privacy Policy.
How often is my portfolio reviewed?
Rörelse Valtaris continuously processes portfolio data and generates updated summaries on a regular cadence, so you receive fresh insight without needing to check in constantly yourself.
Can I use Rörelse Valtaris alongside my existing advisor?
Yes. Many families use Rörelse Valtaris as an additional layer of visibility alongside guidance from a financial advisor or accountant. It's designed to complement, not replace, professional advice.
What kinds of accounts can be monitored?
Rörelse Valtaris is built to work with common investment and brokerage account types. During onboarding, we'll confirm whether your specific accounts are supported and guide you through connecting them.
Is there a minimum portfolio size to use Rörelse Valtaris?
Rörelse Valtaris is designed to be useful across a range of portfolio sizes. Rather than a strict minimum, we recommend requesting access so our team can discuss whether Rörelse Valtaris is a good fit for your situation.
How do I get started?
Click "Request Access" from any page on our site. You'll be asked for some basic information, and our team will follow up with next steps for onboarding and account setup.
Can I cancel or pause my access later?
Yes. You can reach out to our team at any time to discuss pausing or ending your access. We aim to keep the process straightforward and free of unnecessary friction.
Who can I contact with additional questions?
Visit our Contact page for the best way to reach the Rörelse Valtaris team. We're happy to answer questions before you request access or at any point afterward.
Still have questions?
Our team is glad to walk you through how Rörelse Valtaris works and whether it fits your family's needs.