Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

The platform and its accompanying tools are crafted to simplify advanced technology for users. Integrated features collaborate effectively to expedite the processes of locating, assessing, and executing trades. The adaptable layouts and utilities evolve alongside your increasing expertise and strategies. Identify trading opportunities through personalized screeners, watchlists, and high/low indicators. Conduct trade research with integrated fundamental and technical analysis tools, including advanced charting options. Keep an eye on your orders, positions, and available buying power effortlessly, while also configuring custom alerts for timely notifications. You can create and modify multiple layouts with specific tool combinations tailored to your strategies. Individual tool data and functionalities can be toggled on or off, and you have the option to adjust fonts and colors as needed. Additionally, you can resize a layout or move it to another monitor when utilizing a multi-screen setup. Access the platform conveniently on your desktop as dedicated trading software or through the cloud version available online, ensuring flexibility and ease of use. The seamless integration of these features empowers traders to enhance their experience and optimize their trading strategies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charles Schwab No 
Claritus Yes 
Crypto Backoffice Yes 
Diversiview Yes 
Financial Tech Wiz Trading Journal Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Medved Trader Yes 
Option Alpha Yes 
PortfolioPilot Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
Provisian Yes 
RightCapital Yes 
Surmount AI Yes 
Taiki Yes 
The Dividend Tracker Yes 
TradeZella Yes 
TradingDiary Pro Yes 
isolved Yes 

Integrations

Charles Schwab Yes 
Claritus No 
Crypto Backoffice No 
Diversiview No 
Financial Tech Wiz Trading Journal No 
Fintech Sandbox No 
FirstClose No 
Medved Trader No 
Option Alpha No 
PortfolioPilot No 
PremiumGuardHQ No 
ProTracker Advantage No 
Provisian No 
RightCapital No 
Surmount AI No 
Taiki No 
The Dividend Tracker No 
TradeZella No 
TradingDiary Pro No 
isolved No 

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 No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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 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

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/trading/software

Product Features

Algorithmic Trading

2-Click Trading No 
Analyst on Demand No 
Auto Fibs No 
Auto Trend Lines No 
Backtesting No 
Basket Trading No 
Drawing Tools No 
Pattern Tools No 
Stock Screener No 
Trading From Charts No 

Alternatives

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