Create portfolios for client segments or customize for individuals

Our technology platform powers a range of Partner wealth advisory applications, from the use of third-party models to the creation of bespoke multi-asset class model portfolios.

Our Partners have the option to employ and customize DriveWealth’s built-in “autopilot” rebalancing capabilities or integrate their own trading applications with our Brokerage-as-a-Service APIs. Additionally, Partners can design workflows to incorporate a blend of full-service advisory, robo, and self-directed features, empowering each client to tailor their desired risks and exposures over time.

Ready to get started?

Connect with us and let’s discuss how to empower your clients with modern, innovative products and solutions.

Who we are

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

Partner services

Take control of your business using our Partner dashboard to manage many of the “back office” investing functions.

Developer portal

Check out our comprehensive guides to build your platform.

Scroll to Top