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features
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Description

Utilizing our Investment API allows you to create investment solutions that your users will truly appreciate. Users can begin investing with as little as 1 EUR by incorporating fractional investments directly into your platform. They have the ability to execute fractional orders in real-time, while we take care of the intricate details behind the scenes. Upvest not only provides a unique trading license but also navigates the regulatory hurdles on your behalf. The concept of fractional investments fosters a more inclusive and user-centric approach, appealing to diverse investor profiles. You can merge stocks and ETFs in one cohesive portfolio, with plans to soon integrate crypto assets as well. Additionally, you have the capability to establish and manage personalized rebalancing triggers to create customized portfolio structures, thereby enhancing user engagement through options for recurring savings and withdrawal strategies. By leveraging these features, you can ensure a dynamic investment experience that caters to individual preferences and encourages long-term participation.

Description

Zoe Financial is a contemporary digital wealth management platform designed to provide a cohesive experience for both clients and financial advisors, facilitating effortless onboarding, investment account creation, funding, and portfolio supervision with an emphasis on achieving more favorable financial results. It links users to carefully selected independent fiduciary financial advisors and allows for digital account creation within minutes, thus removing the need for paper forms and streamlining both cash and investment transfers. After accounts are established, Zoe’s innovative technology offers features like automated portfolio rebalancing, strategic tax management approaches such as tax-loss harvesting, direct indexing, and fractional share trading, all aimed at enhancing after-tax returns and sustaining target allocations. The Zoe Model Marketplace grants users access to diverse portfolios and investment strategies curated by renowned global asset managers, while also equipping users with tools to monitor performance and manage accounts in a collaborative manner between clients and their advisors. Ultimately, Zoe Financial aims to revolutionize the wealth management experience by integrating cutting-edge technology with personalized financial guidance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
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

Upvest

Founded

2017

Country

United States

Website

upvest.co

Vendor Details

Company Name

Zoe Financial

Founded

2018

Country

United States

Website

zoefinancial.com

Product Features

Product Features

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