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Average Ratings 3 Ratings

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Description

We envision that purchasing stocks should be as straightforward as grabbing a coffee. Our team of experts is ready to assist you in crafting digital experiences that make investing accessible to everyone, regardless of their location. DriveWealth's innovative, cloud-based brokerage infrastructure utilizes APIs to facilitate any investment experience you wish to create, whether it's trading, retirement planning, or even features like roundups and rewards, all through real-time fractional shares. By incorporating investing into daily customer interactions, you can easily transform consumers into investors. With DriveWealth’s contemporary brokerage system, you can launch your services efficiently by connecting to a single platform that manages all aspects of the client journey, including account creation, identity verification, digital funding, and transaction execution. You control the customer interface, while we handle everything behind the scenes, from clearing and settlement to tax compliance and regulatory reporting, all managed digitally and in real-time without the complications of overnight processing, paper documents, or unnecessary third-party integrations. This seamless integration allows for a smoother user experience, paving the way for a new generation of investors.

Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll No 
Caddi No 
Claritus No 
Coin Metrics No 
Crypto Backoffice No 
Financial Tech Wiz Trading Journal No 
Fintech Sandbox No 
FirstClose No 
Kinfo No 
Obol No 
Option Alpha No 
Plaid Yes 
PortfolioPilot No 
ProTracker Advantage No 
ProTracker RMD No 
RightCapital No 
The Dividend Tracker No 
TradersPost No 
VISE No 
isolved No 

Integrations

APS Payroll Yes 
Caddi Yes 
Claritus Yes 
Coin Metrics Yes 
Crypto Backoffice Yes 
Financial Tech Wiz Trading Journal Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Kinfo Yes 
Obol Yes 
Option Alpha Yes 
Plaid No 
PortfolioPilot Yes 
ProTracker Advantage Yes 
ProTracker RMD Yes 
RightCapital Yes 
The Dividend Tracker Yes 
TradersPost Yes 
VISE Yes 
isolved Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DriveWealth

Founded

2012

Country

United States

Website

drivewealth.com

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

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