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Average Ratings 1 Rating
Description
Utilize cutting-edge risk analysis and portfolio construction technology to build, assess, and test your investment portfolio with the aid of analyst research and tailored tools. The Portfolio Creator will design your perfect ETF portfolio after you respond to a few simple questions. Screening tools enable you to refine your investment choices efficiently. A retirement calculator assists in determining your necessary savings amount. The intuitive account dashboard provides a comprehensive view of your portfolio at a glance. You can quickly set up your account with digital onboarding and e-signature options. Self-service features allow easy access to e-statements, contribution requests, foreign exchange transactions, and additional resources. Benefit from actionable insights through analyst recommendations from Morningstar. The watchlist functionality enables you to track stocks prior to executing trades. Additionally, savings and investment calculators are available to help you strategize and achieve your financial objectives effectively. Overall, these resources streamline your investment journey and enhance your decision-making process.
Description
Discover a straightforward strategy to enhance your wealth akin to the strategies employed by elite investors. Our cutting-edge technology is a favorite among users, and our dedicated team is always available to address your inquiries. By diversifying your portfolio, you can effectively reduce risk while increasing potential gains. We allocate your funds across the entire stock market through various funds that reflect the global economy. Operating as a fiduciary, we are committed to providing you with guidance that serves your interests first. To ensure your financial data remains secure, we implement advanced data encryption alongside two-factor authentication (2FA) measures. With support from $380 million in investments from major financial institutions worldwide, Wealthsimple stands as a robust option for your investment journey. This combination of technology, expertise, and security sets us apart in the financial landscape.
API Access
Has API
API Access
Has API
Integrations
Bitcoin
Coast
Ethereum
Financial Tech Wiz Trading Journal
Raptoreum
TradingDiary Pro
Integrations
Bitcoin
Coast
Ethereum
Financial Tech Wiz Trading Journal
Raptoreum
TradingDiary Pro
Pricing Details
$25 Fee
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
Qtrade
Founded
1999
Country
Canada
Website
www.qtrade.ca/en/investor.html
Vendor Details
Company Name
Wealthsimple
Founded
2014
Country
Canada
Website
www.wealthsimple.com/en-gb/