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

As your investing priorities evolve, you can rest assured that we will support you throughout the journey. With tailored investment solutions that include insights, guidance, and tools, you can confidently transform your investment ideas into reality. Share your objectives with us, and Merrill investment professionals will design, oversee, and adjust your portfolio accordingly. Enjoy the advantages of Merrill Guided Investing online, complemented by the support of a dedicated advisor throughout the process. Your investment balances can qualify you for Preferred Rewards benefits and pricing reductions, enhancing your financial experience. Participants in the program benefit from perks such as credit card rewards bonuses, discounts on home and auto financing, waivers for monthly account maintenance fees, and much more. As life continually changes, Merrill remains attuned to your evolving needs, offering the advice, guidance, insights, and tools necessary to maximize every opportunity, regardless of what your future aspirations may be. By partnering with us, you can feel more empowered to navigate the complexities of investing with confidence.

Description

Professional managers oversee investment funds with the goal of maximizing returns while targeting specific objectives. If a particular investment underperforms, it should only impact a minor segment of your entire portfolio. You have the autonomy to determine the amount you wish to invest. After making your selections, we can efficiently distribute your deposits across your chosen investments. You are free to deposit or withdraw funds as frequently as you desire, without incurring any hidden costs or fees. When dealing with finances, it’s vital to maintain high standards. Plum has been developed with a strong emphasis on your security and privacy. By linking your bank accounts and credit cards, you can create a cohesive account that simplifies your financial management. Regular updates, whether daily or weekly, assist you in budgeting and help you avoid unexpected expenses. Additionally, Plum monitors your bills and can inform you if switching suppliers could save you money or if you might be facing overcharges, ensuring you stay informed about your financial health. This proactive approach not only enhances your budgeting capabilities but also empowers you to make informed financial decisions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Chartlog
Taiki
Utluna

Integrations

Chartlog
Taiki
Utluna

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

Merrill Edge

Founded

2010

Country

United States

Website

www.merrilledge.com

Vendor Details

Company Name

Plum

Country

United Kingdom

Website

withplum.com/funds/

Product Features

Alternatives

Alternatives

VoiceGuide IVR Reviews

VoiceGuide IVR

Katalina Technologies Pty Ltd
Fidelity Reviews

Fidelity

Fidelity Investments