Automate model portfolios that are scalable and easy to manage

DriveWealth’s technology enables our partners to design cutting-edge robo-investing experiences for your customers. You can create and manage model portfolios that you offer to your customers. Or you can empower people to make their own investment decisions with a robo-advisory capability that’s embedded in your existing payments or banking app.

Design a user experience that works for your clients

You create the models that meet your clients’ needs, and our portfolio management system will automatically keep them on track, rebalancing to your target weighting on the frequency you select. Whatever level of customization you want to offer, we can build it.

Learn more about Autopilot Portfolio Management

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.

Case study

How MoneyLion offers their customers an automated robo-investing experience
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Join the retail revolution and put the future of embedded investing into the palm of your customer's hands.