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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effortlessly consolidate all your investment accounts, including equities, cryptocurrencies, and forex, into a single platform for seamless management and automation. Discover and assess ready-made investment strategies that come with proven results. We take care of the complex aspects, allowing you to concentrate on creating, testing, and profiting from your concepts. You can evaluate your strategy over various timeframes, whether it’s a pre-existing model or your own custom scenario, to analyze its performance and gain valuable insights for improvement. Additionally, rebalancing and tax loss harvesting are automatically managed in the background, ensuring a hassle-free experience for users. This comprehensive approach not only simplifies your investment journey but also enhances your potential for success in the financial markets.

Description

Gain a comprehensive view of your finances with tailored tools that enable you to invest, strategize, and monitor your investment objectives effectively. Wealth Square surpasses both cryptocurrency exchanges and traditional financial advisors by consolidating all your financial services into a single platform. With a real-time overview of your financial situation, managing your money becomes seamless and efficient. Our innovative dashboard allows you to incorporate all your assets easily, ensuring everything is at your fingertips. Explore our Expert Portfolios, meticulously crafted by trading professionals, which are evaluated based on performance and risk through various metrics. Each portfolio provides insights into annual returns, risk levels, and the specific cryptocurrencies included. You also have the flexibility to adjust allocations, modify rebalancing preferences, and backtest performance, making it as versatile as any other investment portfolio. With Wealth Square, you can confidently navigate your financial journey and enhance your investment strategy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alpaca Yes 
Binance Yes 
Coinbase Yes 
DEGIRO Yes 
Fidelity Yes 
Interactive Brokers Yes 
Kraken Yes 
Python Yes 
Robinhood Yes 
Stake Yes 
TD Bank Merchant Solutions Yes 
TradeStation Yes 
Webull Yes 
Zerodha Yes 

Integrations

Alpaca No 
Binance No 
Coinbase No 
DEGIRO No 
Fidelity No 
Interactive Brokers No 
Kraken No 
Python No 
Robinhood No 
Stake No 
TD Bank Merchant Solutions No 
TradeStation No 
Webull No 
Zerodha No 

Pricing Details

No price information available.
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 No 
iPad App No 
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 Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Surmount AI

Founded

2020

Website

surmount.ai/

Vendor Details

Company Name

Wealth Square

Founded

2020

Country

France

Website

wealthsquare.io

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