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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

You can choose to manage your investments independently or allow us to handle everything for you; no matter which path you take, our competitive pricing ensures you retain a larger portion of your earnings. If you prefer self-management, you can create your own investment portfolio through a self-directed account, which allows you to reduce costs significantly. Make your money work more efficiently for you with a straightforward approach to investing. Our expertly designed, cost-effective portfolios are tailored to help you reach your financial objectives more rapidly. You can also benefit from exclusive Questrade programs and promotions that are aimed at decreasing your expenses, enhancing your investment capabilities, and optimizing your returns. Regardless of whether you are an experienced trader or a novice, you have the power to manage your portfolio effectively with Questrade Self-Directed Investing. By aligning your investment aspirations with advanced technology, you’ll gain access to a diverse portfolio of ETFs (exchange-traded funds) that offer market exposure similar to mutual funds but at significantly lower costs. The choice is yours, and with our tools and resources, investment success is within your reach.

Description

Financial institutions are encountering an unparalleled level of competition from various sources such as neobanks, investment applications, and large established banks. This competitive landscape relies heavily on the quality of digital experiences and the variety of services provided. As a result, the urgency to implement technology-driven innovations quickly and efficiently has reached new heights. Unifimoney empowers financial institutions to transform into a comprehensive money superapp by providing an extensive suite of self-directed investment services that can be seamlessly integrated into the existing digital frameworks of banks and credit unions. This approach not only enhances customer engagement but also positions financial institutions to thrive amidst evolving market challenges.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dividend.watch Yes 
Financial Tech Wiz Trading Journal Yes 
Medved Trader Yes 
Passiv Yes 
TradeZella Yes 
TradesViz Yes 
TradingDiary Pro Yes 

Integrations

Dividend.watch No 
Financial Tech Wiz Trading Journal No 
Medved Trader No 
Passiv No 
TradeZella No 
TradesViz No 
TradingDiary Pro No 

Pricing Details

0.25 % Fee
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Questrade

Founded

1999

Country

Canada

Website

www.questrade.com/home

Vendor Details

Company Name

Unifimoney

Founded

2019

Country

United States

Website

www.unifimoney.com

Product Features

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