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Description
Utilize cutting-edge risk analysis and portfolio construction technology to build, assess, and test your investment portfolio with the aid of analyst research and tailored tools. The Portfolio Creator will design your perfect ETF portfolio after you respond to a few simple questions. Screening tools enable you to refine your investment choices efficiently. A retirement calculator assists in determining your necessary savings amount. The intuitive account dashboard provides a comprehensive view of your portfolio at a glance. You can quickly set up your account with digital onboarding and e-signature options. Self-service features allow easy access to e-statements, contribution requests, foreign exchange transactions, and additional resources. Benefit from actionable insights through analyst recommendations from Morningstar. The watchlist functionality enables you to track stocks prior to executing trades. Additionally, savings and investment calculators are available to help you strategize and achieve your financial objectives effectively. Overall, these resources streamline your investment journey and enhance your decision-making process.
Description
Experience seamless investing with a user-friendly platform that helps you gain confidence as an investor. Engage in trading stocks and ETFs, explore the world of cryptocurrency, or initiate automated investing to simplify your financial journey. SoFi Money® functions as a cash management account, eliminating account fees while allowing you to save, spend, and earn cash back on your favorite brands. Redeem your unlimited 2% cash back* to enhance your savings, invest wisely, or pay off loans within an eligible SoFi account, all without facing an annual fee. Fixed interest rates begin at 2.99% APR* when utilizing autopay, accompanied by flexible repayment options that come with no hidden fees or tricks. You can easily get pre-qualified in just two minutes through an entirely online process. Understanding your financial standing is crucial, and tracking your credit score along with your finances can all be managed within a single app. Additionally, ensure the well-being of yourself and your family with our comprehensive range of insurance products, including swift and straightforward life insurance via Ladder. Furthermore, Lantern by SoFi enables you to compare PPP offers from various lenders, alleviating some of the financial pressures on your small business. This multifaceted approach to finance empowers you to take control of your financial destiny more effectively.
API Access
Has API
API Access
Has API
Integrations
Fyn
Provisian
Raptoreum
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
TradingDiary Pro
Utluna
Integrations
Fyn
Provisian
Raptoreum
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
TradingDiary Pro
Utluna
Pricing Details
$25 Fee
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Qtrade
Founded
1999
Country
Canada
Website
www.qtrade.ca/en/investor.html
Vendor Details
Company Name
SoFi
Founded
2011
Country
United States
Website
www.sofi.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
