Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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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.

Description

Looking to achieve financial independence but unsure of how to begin? Pearler simplifies the investment process for you. Historically, consistently investing in low-cost exchange-traded funds (ETFs) has proven to be more effective than most active trading methods over time. After putting in so much effort to earn your money, it's essential to ensure it begins to work for you. You can either select your preferred assets or kickstart your journey with a pre-made portfolio. With a set-and-forget approach, you can allow the power of compound interest to do the work for you as time passes. Monitor your journey towards financial independence, whether it's saving for a home, planning for retirement, or achieving other financial objectives. You don’t have to navigate this path alone; join a supportive community of long-term investors who can help keep you motivated. Choose how much and how often you wish to invest, along with the specific shares that catch your interest. This strategy caters to both novices and seasoned investors alike, making it incredibly user-friendly. Explore the popular low-fee ETFs, LICs, and stocks that are favored by the Pearler community, and take your first step towards a prosperous financial future.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll Yes 
CFO Silvia Yes 
Caddi Yes 
Claritus Yes 
Crypto Backoffice Yes 
Diversiview Yes 
Financial Tech Wiz Trading Journal Yes 
FirstClose Yes 
Kinfo Yes 
Medved Trader Yes 
Obol Yes 
PortfolioPilot Yes 
PremiumGuardHQ Yes 
ProTracker RMD Yes 
Provisian Yes 
Riskalyze Yes 
Taiki Yes 
The Dividend Tracker Yes 
TradersPost Yes 
VISE Yes 

Integrations

APS Payroll No 
CFO Silvia No 
Caddi No 
Claritus No 
Crypto Backoffice No 
Diversiview No 
Financial Tech Wiz Trading Journal No 
FirstClose No 
Kinfo No 
Medved Trader No 
Obol No 
PortfolioPilot No 
PremiumGuardHQ No 
ProTracker RMD No 
Provisian No 
Riskalyze No 
Taiki No 
The Dividend Tracker No 
TradersPost No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$6.97 per trade
Free Trial No 
Free Version 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 

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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Pearler

Founded

2018

Country

Australia

Website

pearler.com

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