Solution: Advise – DriveWealth

Create portfolios for different customer segments or build customized portfolios for specific customers

DriveWealth’s technology enables our partners to design cutting-edge advisory experiences for their customers, delivering investment advice and education along with unique portfolio options. Create scalable portfolios based on customer risk profiles that can be used across customers or use our technology to develop personalized portfolios for each customer.

Automatic rebalancing can streamline portfolio management

Our portfolio management system will rebalance to your target weightings on the frequency you select, eliminating the need to calculate and place trades from your own system. Whether you offer advice through themes, lists or educational materials, you can own the customer experience.

When you work with us, you can stay focused on your customers and their goals, because we handle:

Brokerage operations
Onboarding
Trade execution
Clearing & settlement
Regulatory reporting

Enable instant investing

With digital onboarding and identity verification as well as a full suite of money movement options, you can onboard your customers in just a few clicks and allow them to begin investing within minutes.

Want to empower your customers with modern, innovative products and solutions? Connect with us today.

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