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Dedicated Partner relationships

At the heart of each DriveWealth powered investing experience lies the pivotal role of our Partner Services team. These skilled professionals bridge the gap between our Brokerage-as-a-Service platform and each Partner’s unique needs, acting both as the solution engineers of the integration and the ongoing touchpoint for the post-launch relationship.

Solution design

Design an engaging investing experience

At the outset, we pair Solutions Engineers with each DriveWealth Partner to understand their specific objectives.  By understanding the requirements of our diverse Partners, our Solutions Engineers can configure our platform and stage the onboarding experience to address specific opportunities and deliver value quickly.

In addition to technical expertise, DriveWealth subject matter experts are available to provide perspective on US brokerage, legal, compliance, regulation, and operational readiness considerations.  Our UI/UX team is also available to assist with design concepts or integration best practices as Partners finalize their user journeys and investor experience.

Seamless integration

Guidance, consultation, and rigorous testing

We develop a customized integration project plan for each Partner’s onboarding, providing dedicated support for both technical and business work streams. From design and testing through funding and launch, our team works side by side with each Partner via multiple channels (e.g. regular working meetings, dedicated Slack channel, robust developer documentation, and UAT services) to optimize the integration experience.

Following successful technical and compliance reviews, Partners receive production system access, and their DriveWealth powered investing experience is launched.

Post-launch support resources

Ensuring a great client experience

Engagement between DriveWealth and our Partners remains robust after initial launch.  Each Partner is supported by our Relationship Management and Support teams, who provide ongoing business assistance, coordination with technical enhancements, operational matters, and compliance activities.

Additionally, each Partner has access to our support desk, automated ticketing system, and a document of Frequently Asked Questions.

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Who we are

Learn more about how DriveWealth provides modern, innovative products and solutions.

Platform

Our technology platform allows fintechs and established players to provide securities trading for their clients.

Developer portal

Check out our comprehensive guides to build your platform.

© DriveWealth, LLC. SOC 2 type 1 and 2, SOC 3, GDPR and CCPA compliant. Registered in all 50 U.S. states.
DriveWealth, LLC is a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.
DriveWealth Institutional is a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.
DriveLoyalty LLC is a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.
DriveAdvisory, LLC is an SEC-registered investment adviser. View the firm’s background on the SEC’s website.

Brokerage services and investment products provided by DriveWealth, LLC. The availability of brokerage investment products may vary by country. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Any company stocks and ticker symbols that appear on this website are for illustrative purposes only and do not constitute a recommendation for a particular security. All investments carry risks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. You should consider your investment objectives, the risks involved, and consult with your investment and/or tax professional about your specific circumstances prior to making an investment decision. Brokerage investment products: Not FDIC Insured * No Bank Guarantee * May Lose Value. Visit legal.drivewealth.com for full disclosures.

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DRIVEWEALTH®, DRIVEHUB® and FRACKER® are trademarks owned by DriveWealth Technologies, LLC and/or its affiliates (“DriveWealth”) registered in the United States. DriveWealth also owns trademark registrations in certain other jurisdictions.

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