i3DIY

i3DIY

Ownla
+
+

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About

With our Investment API, you can build investment experiences your users will love. Let your users invest with as little as 1 EUR by embedding fractional investments into your product. They can place fractional orders in real time, while we handle the complexities in the background. Upvest provides a proprietary trading license and handles the regulatory complexity for you. Fractions offer the flexibility to help you build inclusive, user-friendly applications for all types of investors. Combine stocks and ETFs in one portfolio - and soon you’ll be able to add crypto assets. You can set up and manage custom rebalancing triggers for tailor-made portfolio compositions, and keep your users engaged through recurring savings and withdrawal plans.

About

How to Make Rebalancing Easier Deciding on an asset allocation for a portfolio seems simple enough. Sticking with a plan isn’t always easy though. But portfolio management and rebalancing has been made easier with i3DIY. An i3DIY account allows investors to sync various investment accounts with its system and align them with specific portfolio plans, each with a custom asset allocation. Each plan carries a unique name and you’ll have the option to update plans as needed. You can design your own portfolio or choose from plans available on the platform. Throughout the year and over the long term, you can easily keep up with your intentions. i3DIY offers investors the opportunity to receive alerts via email whenever one of your accounts is out of balance. If there are slight moves to the portfolio, you won’t hear anything. But you’ll be alerted when the allocations stray from their appointed percentages outside of specified ranges.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in a platform that can create innovative investment experiences for their users

Audience

Investors looking for tools to manage their investments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Upvest
Founded: 2017
United States
upvest.co

Company Information

Ownla
Founded: 2018
United States
www.i3diyinvestor.com

Alternatives

Alternatives

Wealth Elite

Wealth Elite

REDVision Tech
Public

Public

Public.com
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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