Frequently Asked Questions
Answers to the questions we hear most from freelancers and independent investors using Raven Trustmoor to manage risk and portfolio data.
Everything You Need to Know
If you can't find what you're looking for here, our team is happy to help — reach out via the contact page.
What exactly does Raven Trustmoor do?
Raven Trustmoor combines AI-driven data intelligence with automated risk monitoring to help freelancers and independent investors keep a clear, organised view of their portfolios and financial exposure in one place.
Who is Raven Trustmoor built for?
Our platform is designed primarily for self-employed professionals and independent investors who need structured oversight of their holdings and risk without the overhead of a traditional advisory relationship.
How do I get started?
Use the "Launch Your Portfolio" link in the navigation to begin the onboarding process. You'll be guided through a short setup flow so Raven Trustmoor can start organising your data right away.
Is my financial data secure?
We take data handling seriously and apply industry-standard practices to protect information processed through Raven Trustmoor. For full details, please review our Privacy Policy.
Does Raven Trustmoor provide financial advice?
No. Raven Trustmoor is a data intelligence and risk-monitoring tool. It is not a substitute for regulated financial advice, and decisions made using our platform remain the responsibility of the user.
Can I connect multiple accounts or portfolios?
Yes, Raven Trustmoor is built to consolidate information from several sources so you can view your overall exposure and activity from a single dashboard rather than switching between tools.
How does the automated risk monitoring work?
The platform continuously reviews your connected portfolio data and surfaces relevant risk signals, helping you stay informed of changes that may require your attention. See the Features page for more detail.
What does it cost to use Raven Trustmoor?
Pricing details are discussed during onboarding and may vary depending on your needs. Reach out through the contact page and our team will walk you through the available options.
Can I cancel or pause my account at any time?
Yes. You remain in control of your account and can pause or cancel at any time. Specific terms are outlined in our Terms of Service.
Do I need technical or financial expertise to use the platform?
No. Raven Trustmoor is designed to present complex portfolio and risk data in a clear, digestible format, so it's accessible whether you're a seasoned investor or new to managing your own finances.
Who can I contact if I have further questions?
Our team is available via the contact page. We're glad to walk through anything that isn't covered here before you get started.
We're Happy to Walk You Through It
Every freelancer and investor's situation is different, and not every question fits neatly into an FAQ list. If you'd like a more direct answer about how Raven Trustmoor could work for your specific portfolio, get in touch and we'll help you figure out the next step.
Contact Our TeamBring Structure to Your Portfolio Today
Join independent investors and freelancers who use Raven Trustmoor to stay on top of their financial data with less guesswork.
Launch Your PortfolioNo long-term commitment required to get started.