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Average Ratings 0 Ratings
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
IRALOGIX presents a comprehensive, cloud-based platform for managing Individual Retirement Accounts (IRAs) that is fully digital and customizable, aimed at assisting financial institutions, wealth managers, advisors, and workplace retirement partners in enhancing, automating, and expanding their retirement service offerings. This innovative solution simplifies the intricate process of IRA administration by automating essential tasks such as account creation, trading, continuous maintenance, compliance, and data management, which minimizes manual labor and operational risks while ensuring systematic governance and oversight on a larger scale. Furthermore, it offers high-quality investment opportunities for all types of IRAs, independent of account balances, and seamlessly integrates with advanced money management tools like Morningstar Retirement Manager to provide tailored portfolio services. Additionally, the platform includes functionalities like voluntary and automatic rollovers, which not only help in asset retention but also foster greater engagement from investors looking to maximize their retirement potential.
API Access
Has API
API Access
Has API
Integrations
Plaid
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
IRALOGIX
Country
United States
Website
iralogix.com
Product Features
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management