Excellence Trade Launches Next Trade Service Offering Personalized Investment Recommendations

Excellence Trade, part of Phoenix Investment House, has introduced Next Trade, a new technological service designed for independent investors. This service delivers personalized investment recommendations tailored to the client's portfolio characteristics and risk level. Users receive push notifications directly to the app with suggestions for buying, selling, or adjusting their portfolio holdings. The client retains full control over approving these recommendations, and once approved, the trade order is automatically executed without further input.

Next Trade aims to assist investors at critical decision points, such as when new funds are deposited, new investment opportunities arise, or portfolio adjustments are needed. Recommendations are based on continuous portfolio analysis and research by Excellence's investment team. The technology behind Next Trade was developed by the Israeli company Pinvest, enabling customization of expert advice to each client's portfolio and risk profile.

The service is available to Excellence Trade clients with portfolios valued at 20,000 shekels or more. Enrollment is done through the Phoenix Investment House app, which includes a six-question survey to define investment preferences and a digital signature for the service agreement. New clients who deposit funds can also receive recommendations for portfolio construction according to their risk level. The service is provided free of charge under an investment marketing license granted to Excellence Trade by the Israel Securities Authority.