Solution introduction
Create portfolios for client segments or customize for individuals
Our technology platform powers a range of Partner wealth advisory applications, from the use of third-party models to the creation of bespoke multi-asset class model portfolios
Our partners have the option to employ and customize DriveWealth’s built-in “autopilot” rebalancing capabilities or integrate their own trading applications with our Brokerage-as-a-Service APIs. Additionally, Partners can design workflows to incorporate a blend of full-service advisory, robo, and self-directed features, empowering each client to tailor their desired risks and exposures over time.
