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Description

Looking to achieve financial independence but unsure of how to begin? Pearler simplifies the investment process for you. Historically, consistently investing in low-cost exchange-traded funds (ETFs) has proven to be more effective than most active trading methods over time. After putting in so much effort to earn your money, it's essential to ensure it begins to work for you. You can either select your preferred assets or kickstart your journey with a pre-made portfolio. With a set-and-forget approach, you can allow the power of compound interest to do the work for you as time passes. Monitor your journey towards financial independence, whether it's saving for a home, planning for retirement, or achieving other financial objectives. You don’t have to navigate this path alone; join a supportive community of long-term investors who can help keep you motivated. Choose how much and how often you wish to invest, along with the specific shares that catch your interest. This strategy caters to both novices and seasoned investors alike, making it incredibly user-friendly. Explore the popular low-fee ETFs, LICs, and stocks that are favored by the Pearler community, and take your first step towards a prosperous financial future.

Description

Experience seamless investing with a user-friendly platform that helps you gain confidence as an investor. Engage in trading stocks and ETFs, explore the world of cryptocurrency, or initiate automated investing to simplify your financial journey. SoFi Money® functions as a cash management account, eliminating account fees while allowing you to save, spend, and earn cash back on your favorite brands. Redeem your unlimited 2% cash back* to enhance your savings, invest wisely, or pay off loans within an eligible SoFi account, all without facing an annual fee. Fixed interest rates begin at 2.99% APR* when utilizing autopay, accompanied by flexible repayment options that come with no hidden fees or tricks. You can easily get pre-qualified in just two minutes through an entirely online process. Understanding your financial standing is crucial, and tracking your credit score along with your finances can all be managed within a single app. Additionally, ensure the well-being of yourself and your family with our comprehensive range of insurance products, including swift and straightforward life insurance via Ladder. Furthermore, Lantern by SoFi enables you to compare PPP offers from various lenders, alleviating some of the financial pressures on your small business. This multifaceted approach to finance empowers you to take control of your financial destiny more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Fyn No 
Provisian No 
SoFi Credit Card No 
SoFi at Work No 
TabaPay No 
Taiki No 
Utluna No 

Integrations

Fyn Yes 
Provisian Yes 
SoFi Credit Card Yes 
SoFi at Work Yes 
TabaPay Yes 
Taiki Yes 
Utluna Yes 

Pricing Details

$6.97 per trade
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Pearler

Founded

2018

Country

Australia

Website

pearler.com

Vendor Details

Company Name

SoFi

Founded

2011

Country

United States

Website

www.sofi.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

Fidelity Reviews

Fidelity

Fidelity Investments