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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

No matter if you're just starting out in the world of investing or have years of experience under your belt, Sarwa is dedicated to doing what’s best for you and your financial future. Our aim is to help you achieve your financial objectives more quickly by offering a range of services that were once exclusive to the ultra-wealthy. You can invest in a well-diversified portfolio comprising stocks, bonds, and various other asset classes, all curated to align with your personal risk appetite. Research indicates that investing in low-cost index funds that mirror market trends often yields better results than individual stock selection over the long haul. We leverage innovative technology to adjust your portfolio in response to market changes and to reinvest any dividends you earn. After assessing your responses, we will propose a personalized investment strategy tailored to your risk profile and investment timeline, which you have the flexibility to modify at any point in time. Our commitment is to empower you with the right tools and insights so you can make informed investment decisions.

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

Screenshots View All

Screenshots View All

Integrations

Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna

Integrations

Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna

Pricing Details

0.5% 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

Sarwa

Founded

2017

Country

United Arab Emirates

Website

www.sarwa.co

Vendor Details

Company Name

SoFi

Founded

2011

Country

United States

Website

www.sofi.com

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

Alternatives

Alternatives