VestmarkONE
RobotFX Fluid
Simplewealth
Empirica RoboAdvisor
Scalable
AIRR
Ways2Wealth
Pintec
WealthFy
RobotFX Fluid
Empirica RoboAdvisor
Simplewealth
Scalable
Ways2Wealth
AIRR
Pintec
VestmarkONE® is an innovative wealth management SaaS solution that simplifies the construction and management of highly tailored portfolios. Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored strategies and portfolios. We're trusted by the largest and most respected firms in the industry.
The VestmarkONE platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.
VestmarkONE WealthFyBased on our record, WealthFy seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
They are running a referral promotion where investing £250 for 3 months will net you £100 bonus. My referral link is https://invest.wealthify.com/refer/38851613 Non Referral link https://iwealthify.com/. Source: about 1 year ago
Sign up using my ref link (for bonus) ... non-ref link (no bonus). Source: about 3 years ago
RobotFX Fluid - ⭐ ⭐ ⭐ ⭐ ⭐ Searching for the best way to trade forex profitably and be a successful trader? It is free to download and try our expert advisors on demo accounts.
Simplewealth - Simplewealth is a leading Swiss of robo-advisor. For businesses, we are a provider of white-label technology and investment applications. Based in Zurich, made for European regulation. Contact us today!
Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.
Scalable - Make any HTML element dynamically scaled (like css contain)
AIRR - One SAAS solution for all investment management needs
Ways2Wealth - Robo-Advisory
