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

Discover a straightforward strategy to enhance your wealth akin to the strategies employed by elite investors. Our cutting-edge technology is a favorite among users, and our dedicated team is always available to address your inquiries. By diversifying your portfolio, you can effectively reduce risk while increasing potential gains. We allocate your funds across the entire stock market through various funds that reflect the global economy. Operating as a fiduciary, we are committed to providing you with guidance that serves your interests first. To ensure your financial data remains secure, we implement advanced data encryption alongside two-factor authentication (2FA) measures. With support from $380 million in investments from major financial institutions worldwide, Wealthsimple stands as a robust option for your investment journey. This combination of technology, expertise, and security sets us apart in the financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Financial Tech Wiz Trading Journal Yes 
Bitcoin No 
CFO Silvia Yes 
Coin Metrics Yes 
Diversiview Yes 
Dividend.watch Yes 
Ethereum No 
Kinfo Yes 
Medved Trader Yes 
Nitrogen Yes 
Option Alpha Yes 
PremiumGuardHQ Yes 
ProTracker RMD Yes 
Provisian Yes 
Riskalyze Yes 
Surmount AI Yes 
The Dividend Tracker Yes 
TradersPost Yes 
VISE Yes 
isolved Yes 

Integrations

Financial Tech Wiz Trading Journal Yes 
Bitcoin Yes 
CFO Silvia No 
Coin Metrics No 
Diversiview No 
Dividend.watch No 
Ethereum Yes 
Kinfo No 
Medved Trader No 
Nitrogen No 
Option Alpha No 
PremiumGuardHQ No 
ProTracker RMD No 
Provisian No 
Riskalyze No 
Surmount AI No 
The Dividend Tracker No 
TradersPost No 
VISE 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 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 Yes 
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

Wealthsimple

Founded

2014

Country

Canada

Website

www.wealthsimple.com/en-gb/

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