Let's build together
Let us handle the complicated stuff. Allowing you to seamlessly integrate into your existing product.
Customized solution
Fully customizable UI already optimized for Q2 and Banno. Just set your style and go.
Compliance
As a Registered Investment Advisor with the SEC, we oversee all investment accounts and ensure their compliance with federal law.
Customer Service
We handle any customer support needs related to Brokerage and are availble 24/7.
Account Security
We are currently being audited for Soc 2 Type 2 assessments against all 5 trust services criteria: Security, Confidentiality, Availability, Integrity, and Privacy.
Fractional Trading
Make stocks & ETFs more accessible to your clients by adding fractional trading as a benefit
1000s of Fractional Assets. Commission-free investing with as little as $0.01 in 1000s of fractional Stocks, ETFs, Mutual Funds, and Treasuries.
Self-Directed or Managed. Let your clients take control of their finances by choosing their investments and / or offer them custom strategies.
Individual or Families. Open individual, family, corporate, IRAs, and custodial accounts in less than 60 seconds.
Stock Rewards
Build loyalty with your clients that is 34x more effective than cash back
Recurring Revenue. Fuel deposit growth and increase card transactions by 19%.
Extensive Engagement. Engage customers or members on mobile banking 5x per week. That's 5x the industry average.
Sticky Retention. Boost 12 month, 24 month, & 36 month retention rates.
Stock Round-ups
Give your clients portfolio growth with little to no effort
Real-Time Round-ups. Every time you buy something with your Debit Card, your purchase is rounded up to the nearest dollar.
Invest the Rest. Your round-up is automatically invested, every time.
Pick your Stock. We Invest the Rest into the fractional stock of your choice. Choose your favorite stock and change it at will!
Full white labeling
Use our theming controls to get the perfect look and feel for your product's experience.
Light and Dark modes. Customize a distinct experience for both ways your customers view your product.
Easy overrides. Getting started is as easy as changing a single color to change the look and feel of the entire product.
Fine control. Every component has the ability to be customized across multiple characteristics such as color, shape, and size.
