Average Ratings 3 Ratings

Total
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support

Average Ratings 0 Ratings

Total
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features
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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

Automatically invest your spare change from daily purchases into a well-rounded portfolio and witness how quickly it accumulates. By investing the change from your routine transactions, you can easily see how it grows over time. Additionally, you can choose to set up regular daily, weekly, or monthly contributions to enhance your investment. If you prefer, you may also invest a larger sum into your account and let our advanced technology assist in its growth. Our platform, Raiz, develops and fine-tunes six diverse portfolios made up of ETFs listed on the Australian Securities Exchange. Keep in mind that, like any investment, there are risks associated with market performance, interest rates, and economic conditions. We prioritize the security of both your personal information and your funds, utilizing remote servers equipped with bank-level security measures and data encryption. Your data isn’t stored on your device, so you need not worry in the event of loss or theft. Moreover, your assets are safeguarded against fraudulent activities and cyber-crimes, ensuring peace of mind as you invest. By leveraging these features, you can focus on your financial goals without unnecessary stress.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll Yes 
Caddi Yes 
Claritus Yes 
Coin Metrics Yes 
Crypto Backoffice Yes 
Dividend.watch Yes 
Financial Tech Wiz Trading Journal Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Medved Trader Yes 
Nitrogen Yes 
Obol Yes 
Option Alpha Yes 
PremiumGuardHQ Yes 
ProTracker RMD Yes 
Provisian Yes 
Surmount AI Yes 
The Dividend Tracker Yes 
TradingDiary Pro Yes 
Trellix Detection as a Service No 

Integrations

APS Payroll No 
Caddi No 
Claritus No 
Coin Metrics No 
Crypto Backoffice No 
Dividend.watch No 
Financial Tech Wiz Trading Journal No 
Fintech Sandbox No 
FirstClose No 
Medved Trader No 
Nitrogen No 
Obol No 
Option Alpha No 
PremiumGuardHQ No 
ProTracker RMD No 
Provisian No 
Surmount AI No 
The Dividend Tracker No 
TradingDiary Pro No 
Trellix Detection as a Service 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 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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs No 
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

Raiz

Country

Australia

Website

raizinvest.com.au

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