FutureAdvisorBlackRock
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Related Products
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About
FutureAdvisor establishes partnerships with wealth management firms to help them drive asset growth, be more efficient, target new client segments and reach the next generation of investors. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolios. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolio.
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About
PiggyVest is an online savings and investment platform that simplifies disciplined wealth building by combining automation, flexibility, and strong security into a single experience. Users can set up and manage dedicated savings plans, while tracking progress and organizing funds with labels. The system supports real-time collaboration on shared goals, self-directed and low-risk investment options, and automated reinvestment through built-in portfolio tools, all accessed via a user-friendly web/mobile interface. Data and transactions are protected with bank-grade measures, including 256-bit SSL encryption and PCI DSS-compliant payment processors, ensuring user funds and personal information remain secure. PiggyVest emphasizes habit formation through customizable frequency (daily, weekly, monthly), easy onboarding, and clear goal visualization so individuals can grow savings systematically without constant manual oversight.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone in need of a powerful Online Broker and Trading platform
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Audience
Market retail savers seeking a solution to build and organize savings and low-risk investments around specific goals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
0.5% Fee
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBlackRock
United States
www.blackrock.com/futureadvisor
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Company InformationPiggyVest
Founded: 2016
Nigeria
www.piggyvest.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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