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Average Ratings 0 Ratings

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Description

Manage your investments, loans, and spending all through a single platform. You define your financial strategy, and we take care of the automation. With a user-friendly and complimentary app, M1 handles the routine tasks, allowing you to focus on your broader financial goals. Experience an ideal balance of customization and automation while making your financial decisions. Saving on management fees means more resources for you to invest in your future. Your time is as precious as your finances, so you make the important choices, and we take care of the details. You understand that true wealth accumulation comes from consistent investing rather than short-term trading or ignored retirement funds. Our service is designed to be flexible, tailored to your needs, and highly automated. Your finances are invested intelligently in a manner that suits you, all at no cost. Enjoy a flexible credit line at an exceptionally low rate, borrowing against your investments with minimal hassle. Experience the best aspects of digital banking, seamlessly connected to your investment strategy, empowering you to make every dollar work effectively for you. This approach not only simplifies financial management but also enhances your potential for long-term growth.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Option Alpha
QuickBooks Online
The Dividend Tracker

Integrations

Option Alpha
QuickBooks Online
The Dividend Tracker

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$6.97 per trade
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

M1 Finance

Founded

2015

Country

United States

Website

www.m1finance.com

Vendor Details

Company Name

Pearler

Founded

2018

Country

Australia

Website

pearler.com

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