Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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

Envision your financial transactions, establish intelligent routing protocols, and manage everything seamlessly through a robust platform. Gain control over the allocation of your funds across various accounts with an interactive UI money map that adapts to your needs. Leverage automation driven by smart rules and conditional statements to enhance your savings while also investing and fine-tuning your finances. We integrate with all types of accounts including checking, savings, brokerage, credit cards, and cryptocurrency wallets. The Sequence feature is actionable, allowing you to implement your financial strategies directly from the platform. Instantly transfer funds between all your accounts, and efficiently route and automate your finances to the optimal account at the appropriate time, aiding in debt reduction and providing a comprehensive view of your financial situation. Take your financial management to new heights with conditional logic, including innovative flows created with IF statements to optimize your resources. Additionally, you can invite a partner or a financial advisor to collaborate as an editor, ensuring that all stakeholders are informed and engaged in your financial journey. This collaborative approach not only fosters transparency but also enhances decision-making for better financial outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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VISE
isolved

Integrations

Claritus
Coin Metrics
Crypto Backoffice
FirstClose
Kinfo
Medved Trader
Obol
Option Alpha
PortfolioPilot
ProTracker Advantage
ProTracker RMD
RightCapital
Riskalyze
Silvia
Surmount AI
The Dividend Tracker
TradersPost
TradingDiary Pro
VISE
isolved

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$6.99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Sequence

Country

United States

Website

www.getsequence.io

Product Features

Alternatives

Alternatives

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