Partner services

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

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