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features
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support

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Description

Utilizing our Investment API allows you to create investment solutions that your users will truly appreciate. Users can begin investing with as little as 1 EUR by incorporating fractional investments directly into your platform. They have the ability to execute fractional orders in real-time, while we take care of the intricate details behind the scenes. Upvest not only provides a unique trading license but also navigates the regulatory hurdles on your behalf. The concept of fractional investments fosters a more inclusive and user-centric approach, appealing to diverse investor profiles. You can merge stocks and ETFs in one cohesive portfolio, with plans to soon integrate crypto assets as well. Additionally, you have the capability to establish and manage personalized rebalancing triggers to create customized portfolio structures, thereby enhancing user engagement through options for recurring savings and withdrawal strategies. By leveraging these features, you can ensure a dynamic investment experience that caters to individual preferences and encourages long-term participation.

Description

Making Rebalancing More Manageable Creating an asset allocation strategy for a portfolio may appear straightforward, yet adhering to that strategy can prove challenging. However, with the i3DIY platform, portfolio management and rebalancing become significantly less complicated. By establishing an i3DIY account, investors can integrate various investment accounts into the system and align them with tailored portfolio plans that feature specific asset allocations. Each of these plans is distinctly named, allowing for the flexibility to modify them as circumstances change. Users can either construct their own portfolios or select from available options on the platform. This functionality ensures that you can effortlessly monitor your investment goals throughout the year and beyond. Additionally, i3DIY provides a valuable feature that sends email notifications whenever any of your accounts fall out of balance. While minor fluctuations in the portfolio may go unnoticed, you will be promptly informed if the allocations deviate significantly beyond the set thresholds. This way, rebalancing becomes a more straightforward and manageable task for investors.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Upvest

Founded

2017

Country

United States

Website

upvest.co

Vendor Details

Company Name

Ownla

Founded

2018

Country

United States

Website

www.i3diyinvestor.com

Product Features

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

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Wealth Elite

REDVision Tech