+
+

Related Products

  • Framnex
    1 Rating
    Visit Website
  • Gr4vy
    5 Ratings
    Visit Website
  • Wallester
    277 Ratings
    Visit Website
  • Gemini Credit Card
    2 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • BoldTrail
    2,126 Ratings
    Visit Website
  • eToro
    32,208 Ratings
    Visit Website
  • Nexo
    18,780 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Serviceaide
    244 Ratings
    Visit Website

About

We believe buying stock should be as easy as buying a latte. Our experts can help you design digital experiences to bring investing to anyone, anywhere. DriveWealth’s cloud-based, API-driven brokerage infrastructure can power any investment experience you design, from trading, investing and retirement, to roundups and rewards, in real-time fractional shares. Embed investing into everyday customer activities, and convert consumers into investors effortlessly. DriveWealth’s modern brokerage infrastructure allows you to launch with scale and ease by integrating with a single platform that encompasses every aspect of the client journey, from account opening and identity verification to digital funding and execution. You design everything your customer sees. We power everything they don’t, from clearing and settlement to tax and regulatory reporting, all digitally and in real-time, with no overnight batch files, paper forms, or unnecessary third-party integrations.

About

IRALOGIX is a cloud-native, fully digital, white-labeled IRA (Individual Retirement Account) management platform designed to help financial institutions, wealth managers, advisors, and workplace retirement partners modernize, automate, and scale their retirement-related services. It streamlines complex IRA administration by automating tasks like account setup, trading, ongoing maintenance, compliance, and data handling, reducing manual work and operational risk while enabling consistent governance and oversight at scale. It provides institutional-quality investment access for all IRA types regardless of account size, integrates with professional money-management tools such as Morningstar Retirement Manager for personalized portfolio services, and supports features like voluntary and auto rollovers to retain assets and enhance investor engagement.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations looking for an API-driven brokerage infrastructure to manage their embed investing processes

Audience

Financial institutions, wealth management firms, and retirement plan sponsors that need a platform to administer, scale, and differentiate their retirement offerings

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

DriveWealth
Founded: 2012
United States
drivewealth.com

Company Information

IRALOGIX
United States
iralogix.com

Alternatives

Alternatives

Fidelity

Fidelity

Fidelity Investments
TRAK

TRAK

RetireReady

Categories

Embedded Finance Supported

Categories

Financial Services Supported

Integrations

Plaid Supported

Integrations

Plaid Not Supported
Claim DriveWealth and update features and information
Claim DriveWealth and update features and information
Claim IRALOGIX and update features and information
Claim IRALOGIX and update features and information