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Description

We envision that purchasing stocks should be as straightforward as grabbing a coffee. Our team of experts is ready to assist you in crafting digital experiences that make investing accessible to everyone, regardless of their location. DriveWealth's innovative, cloud-based brokerage infrastructure utilizes APIs to facilitate any investment experience you wish to create, whether it's trading, retirement planning, or even features like roundups and rewards, all through real-time fractional shares. By incorporating investing into daily customer interactions, you can easily transform consumers into investors. With DriveWealth’s contemporary brokerage system, you can launch your services efficiently by connecting to a single platform that manages all aspects of the client journey, including account creation, identity verification, digital funding, and transaction execution. You control the customer interface, while we handle everything behind the scenes, from clearing and settlement to tax compliance and regulatory reporting, all managed digitally and in real-time without the complications of overnight processing, paper documents, or unnecessary third-party integrations. This seamless integration allows for a smoother user experience, paving the way for a new generation of investors.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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CFO Silvia
Claritus
Coin Metrics
Crypto Backoffice
Financial Tech Wiz Trading Journal
FirstClose
Kinfo
Option Alpha
Plaid
Provisian
RightCapital
Riskalyze
Surmount AI
Taiki
The Dividend Tracker
TradersPost
TradingDiary Pro
VISE
isolved

Integrations

APS Payroll
CFO Silvia
Claritus
Coin Metrics
Crypto Backoffice
Financial Tech Wiz Trading Journal
FirstClose
Kinfo
Option Alpha
Plaid
Provisian
RightCapital
Riskalyze
Surmount AI
Taiki
The Dividend Tracker
TradersPost
TradingDiary Pro
VISE
isolved

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

DriveWealth

Founded

2012

Country

United States

Website

drivewealth.com

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Product Features

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