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features
design
support

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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.

Description

With features like automatic contributions, you can invest without stressing about timing. You might already know about our low fees, which apply to all our offerings, including our investment options. For over a decade, we’ve been assisting Canadians in saving and investing online, ensuring that you can pursue your long-term financial objectives with confidence. Enjoy tax-free interest alongside the benefits of a Tangerine savings account, and take advantage of the guaranteed returns from our GIC paired with the appealing aspects of our Retirement Income Fund. When you use a Tangerine credit card, you can earn cash-back rewards on all your daily purchases, enjoy personalized categories, benefit from unlimited monthly cash-back, all while avoiding an annual fee. While Tangerine operates without physical branches, we offer much more than a mere online platform; we're also accessible through mobile apps, in our Tangerine locations, and via our dedicated contact centres, ensuring that support is always within reach. This multi-channel approach allows us to serve you better, adding convenience to your banking experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

LoadStop
Utluna

Integrations

LoadStop
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

Plum

Country

United Kingdom

Website

withplum.com/funds/

Vendor Details

Company Name

Tangerine

Founded

1997

Country

Canada

Website

www.tangerine.ca/en/products/investing

Product Features

Product Features

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