Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.

Description

Sharesies provides you with opportunities to invest in a vast array of companies and funds across New Zealand, Australia, and the United States. It is straightforward to manage an investment portfolio, regardless of your budget. You can participate in regular investments without the need for extensive market knowledge. With the option to choose between pre-constructed or customized orders, you can set the amount you wish to invest on a regular basis, and the auto-invest feature will handle the rest. The decision is entirely in your hands. With thousands of investment choices available, including exchange-traded funds (ETFs), managed funds, and individual companies, you can find options that align with your financial goals. Gain access to a global marketplace with selections from the New York Stock Exchange (NYSE), Nasdaq, and Chicago Board Options Exchange (CBOE). You can also invest in a multitude of companies and ETFs on the Australian Securities Exchange (ASX). For a monthly fee of $10, you can access NZX market depth, allowing you to see the number of shares available at your desired price and understand where your order stands in the queue. This level of transparency can help you make more informed investment decisions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axos Bank
MoneyGuide
RightCapital

Integrations

Axos Bank
MoneyGuide
RightCapital

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0.15 per order
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Axos Financial

Founded

1999

Country

United States

Website

www.axos.com/invest/managed-portfolios

Vendor Details

Company Name

Sharesies

Founded

2017

Country

New Zealand

Website

www.sharesies.nz/

Product Features

Alternatives

Alternatives