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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll Yes 
Akoya Yes 
CFO Silvia Yes 
Caddi Yes 
Claritus Yes 
Crypto Backoffice Yes 
Diversiview Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Kinfo Yes 
Medved Trader Yes 
Nitrogen Yes 
Obol Yes 
PremiumGuardHQ Yes 
ProTracker RMD Yes 
Provisian Yes 
Riskalyze Yes 
TradersPost Yes 
VISE Yes 
isolved Yes 

Integrations

APS Payroll No 
Akoya No 
CFO Silvia No 
Caddi No 
Claritus No 
Crypto Backoffice No 
Diversiview No 
Fintech Sandbox No 
FirstClose No 
Kinfo No 
Medved Trader No 
Nitrogen No 
Obol No 
PremiumGuardHQ No 
ProTracker RMD No 
Provisian No 
Riskalyze No 
TradersPost No 
VISE No 
isolved No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$6.99 per month
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 No 
iPad App No 
Android App No 
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 Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

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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