Ocho Solo 401k Alternatives

Easily pay your team and access powerful tools, employee benefits, and supportive experts with the #1 online payroll service provider. Manage payroll and access HR and employee services in one place. Pay your team automatically once your payroll setup is complete. We'll calculate, file, and pay your payroll taxes automatically. Keep cash longer with free same-day direct deposit. Manage benefits and employee services from your payroll account. Keep cash longer with direct deposit. You’ll also have the flexibility to pay your team when you want with same-day direct deposit. Your time tracking data automatically flows into your account. You can approve timesheets, pay your team, and create invoices right from your phone. Free up valuable time and set your payroll to run automatically. If you turn on Auto Payroll, we’ll also send notifications to help you manage your account.

iTrustCapital was founded by industry leaders in the alternative investment IRA industry. iTrustCapital is the leading digital asset IRA trading platform that allows clients to directly buy and trade cryptocurrencies and physical gold in real-time through their retirement accounts. iTrustCapital’s revolutionary, IRS compliant investment platform eliminates the costly inefficiencies and outdated processes of previous IRA models, opening the door for investors to safely, simply, and legally move money from their retirement accounts into the Cryptocurrency and the physical Gold markets—at costs as much as 90% lower than other IRA companies. iTrustCapital’s goal is to empower 10 million investors to participate in the economic growth that a blockchain future holds. We are amazed at how many people are unaware of the benefits of IRAs.

Low cost 401k has NO 401k fees and NO "low" 401k fees "skimmed" from employees′ retirement savings and investments! Small business 401k has an unlimited selection of no-load funds, and commission-free trading of stocks and bonds using self-directed brokerage windows! IRS-approved 401k prototype plan customized to the needs of the small business owner, annual 5500-SF filing, and more! Providing owners of small businesses with quality low cost 401k plans for over 35 years with an iron-clad promise---NO 401k fees deducted or "skimmed" from 401k plan assets! Unlike other 401k providers, low cost and no fee 401k Easy never skims fees or commissions from employees′ 401k retirement savings. Employees keep 100% of all they earned and saved for their retirement. If your small business uses no fee 401k Easy, fees will never end up in the pockets of financial advisors or their 401k partners.

Human Interest makes it easy and affordable to help your employees save for retirement. Through dozens of sneaky, shady fees, other 401(k) providers can take advantage of you and your employees. With us, you get affordable plans, low-cost funds, and absolutely no transaction fees. Your dashboard gives you a 360-degree view of your company plan, including employee participation and contribution reports. Employees can start saving in a few easy steps with our seamless onboarding and built-in investment advice. Human Interest takes the hassle out of managing your company’s 401(k): We sync to your payroll, process contributions, and handle all of your compliance testing and IRS paperwork. We offer Traditional and Roth 401(k)s, 403(b)s, Safe Harbor plans, and profit-sharing plans — we’ll help you figure out what’s right for you. Employers can customize matching and vesting options at no additional cost.

A 401(k) is a savings vehicle established by a business or self-employed person to help employees and business owners save for retirement as well as take advantage of the tax benefits provided to both the business owner and employees. The flexible features of a 401(k) can accommodate the needs of a broad range of retirement planning objectives. Each individual gets to choose how much of their pay will be deposited into their 401(k) account each pay period – before taxes are deducted and how those dollars will be invested. Many businesses choose to match a portion of the employees’ contributions, helping retirement savings grow even faster. In addition to providing financial security in retirement, saving in a 401(k) provides tax advantages for both the business owner and the employees, including tax deductions, tax-deferred earnings, and tax credits. For example, when an employee saves in a 401(k), their contribution is deducted from their paycheck before income taxes are withheld.

The easy, affordable 401(k) for small business. Retirement plans done right We’re on a mission to help every small business offer a 401(k). And to help participants create a retirement they can look forward to. We sync with popular payroll providers, take care of plan administration, and offer low-cost mutual funds. And unlike many 401(k) providers, we don’t charge any additional fees on investments. How we're different. We do the administration, compliance testing, and recordkeeping to make your job easy. Fully bundled. We do the heavy lifting—from plan administration and employee onboarding, to compliance testing, government filing, and recordkeeping. Features. Predictable pricing. We charge one all-inclusive fee, starting at $39/mo + $8/mo per participating employee—without any added investment fees or setup fees. Pricing details. Full payroll integration. We are fully integrated with top payroll providers to automatically sync employee data and payroll deferrals

Securely connect all of your accounts to understand what your retirement could look like. See how your annual savings and retirement age could have an impact on your goals. Simply saving is a great first step, but could you be doing better? Hidden investment fees and improper allocation can eat away at retirement savings, that’s where blooom can help. Become a client and receive a personalized fund recommendation based on you and your specific plan. Plus, you can choose to have trades placed for you and get access to experts with advisor chat. A strategy is only as good as your commitment to it. That is why blooom provides ongoing optimization through portfolio monitoring. As circumstances change in the market (or your life), blooom will adjust your allocation to keep you on track.

Know exactly how much money you will have going into your bank account each month. No tricks, no gimmicks. Simple retirement for the modern day human. Founded in 2015, Due began with an online invoicing platform that was designed to help freelancers and small business owners. Due has helped thousands of companies and freelancers get paid faster and increase their cash flow while offering a professional, branded approach to payment requests. After a year of operation and thousands of requests Due began to offer payment services to it’s customers. Due also offers a wide range of payment options, including eCash, eChecks and ACH, and domestic and international credit card process, as well as a digital wallet to store payment information and funds. Simple setirement metrics shows you how much money you will have monthly with the ability to withdraw your money in full at any point in time. Our annuity takes five minutes to signup and get started.

We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. We are dedicated to helping participants achieve a funded retirement. Leveraging proven approaches and innovative tools, we try to motivate them to enroll early, to save more, and to diversify easily. And throughout retirement, we provide resources that allow them to manage their retirement income.

A 401(k) for your small business includes many pieces that all play a vital role in helping your employees plan for retirement. Shelton 401(k) specializes in providing retirement accounts designed for small businesses while making the process stress free for business owners. Shelton Capital Retirement Plan Services works closely with our clients to provide you with a reasonably priced, bundled solution that reduces complexity while producing optimal results for all stakeholders. We provide high quality, concierge-level 401(k) service and support to help your employees save for retirement, and to help make you look good. We are experienced service professionals that provide live and online personalized resources for you and your employees. Shelton 401(k) is part of a small privately held company, NOT an insurance company, NOT some big fund. We are administered by people, not by machines.

Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results.

Administering a 401(k) has never been easier. Busy-work, data-entry errors, and endless forms are virtually eliminated with our automated platform. Automation leads to efficiency and efficiency leads to savings. Your 401(k) will be the least costly and most preferred benefit! Spend less time and save more money. 401GO’s intuitive platform makes saving for retirement easier than ever. Rather than a simple shortlist of funds every user is offered a guided portfolio design, based on their risk tolerance and savings goals. We’ve streamlined plan design by keeping things simple and finding the key features that most businesses need. Get up and running in minutes, not weeks. Rather than wait until the end of the year when filings are due, we run continuous automated testing and compliance. We also handle the filings and ensure your plan is in compliance. Investments must be suitable for a 401(k) plan.

A Modern 401(k) Without the Middlemen. If your current provider is on this list, we can likely reduce your fees by 40% or more. Send us your fee disclosure (also called a 408b2) from your existing provider. If you don’t know where to locate it, call us and we will direct you. Keep in mind that Department of Labor regularly requires plan sponsors to benchmark their plan so this will fulfill your fiduciary obligation. If the destination is a financially secure retirement, is your 401k on course? A member of our team will walk you through your complimentary “side-by-side” fee comparison so you can see the impact that higher fees will have on your account balance over time. Take action and make the switch to America’s Best 401k. There is no conversion fee and our team makes the conversion process painless. The quicker you make the change, the quicker your savings begin.

From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.

Our 401(k) plans are designed to lower the cost of retirement benefits to help you save more. Whether you’re a small business starting your first 401(k) plan or a larger business looking to save costs and increase your service, we’re here to serve you. Explore tax benefits and higher yearly contribution limits with a 401(k). Invest for less with our high-quality investment roster. Potentially lower taxes for yourself and your business. Offer a customized 401(k) plan - whether you’re self-employed or have 100 employees. Lower your taxes as you save for retirement. Leverage ShareBuilder Advisors' investment expertise and Customer Success Managers. If you have never offered a 401(k) plan for your business, know that a little online research can help you quickly circle in on what you will need from a 401(k) provider including services, pricing, and investments that can make all the difference. Here's information to help.

Betterment simplifies your plan administration, making it easy for you to offer your employees a better 401(k) quickly and easily—all for a fraction of the cost of most providers. As your full-service partner, we'll do the heavy lifting, from onboarding, to ongoing administration, to reporting and investments—at one of the lowest costs in the industry. Our personalized advice can help your employees earn better returns at various levels of risk.
 We’ll guide them through setting up a personalized retirement plan and recommend how much to save and in which accounts. We can help your employees gain control of their finances, which means they can stay focused on staying productive and fulfilled at work. When we set out to find a modern, easy-to-use retirement plan for our own employees, we found the options to be expensive and downright confusing. So we built our own 401(k) plan by leveraging our retail investing platform.

The ASC DC/401(k) administration system is continually updated for all legislative changes. It offers flexible eligibility calculations, an easy data import wizard and comprehensive data checks. It provides for multiple funds and sources, using dollar or share accounting. The ASC full Compliance Testing System is also included. Reports can be generated using the standard reports included with the ASC System, or can be customized using the ASC Reporter, which allows a user to create custom reports. Built in budget solving routines for new comparability, super integrated, age-weighted and sole proprietor/partnership plans. Calculates various employer contributions for 401(k) and other defined contribution plans. Performs extensive employee data validation in one step including ability for custom data validation formulas. Fully updated for all legislative changes.

Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services.

Flexible investments and plan design so you can build the right offering for today and make future changes needed as you grow. Modern, user-friendly interactions and experience. Transparent, competitive pricing so you and your employees always know what you're paying for. Full-service administrative capabilities including operations, servicing, and 3(38), 3(21), and/or 3(16) compliance. Work with or without an advisor to select the right plan for you and your employees. Provide the information needed to efficiently run and service your plan, all handled through our digital, interactive portal. We'll invite your employees to start saving... just upload your first payroll and census and we're off to the races!

We create solutions for remote workers looking for work and to optimally receive their wages. We offer unique jobs, flexible distributions, reduced payroll costs and increased fulfillment speeds. Receive a portion of your wage in digital assets. Faster, cheaper international invoices with direct bank and wallet deposits. International people who want to get paid in digital assets for their invoices. Companies who want to offer unique digital asset benefits for their employees. International companies who want to pay employees and freelancers faster and cheaper. Companies looking for innovative HR services. Bitwage constantly analyzes all the mechanisms to distribute wages across borders, comparing traditional systems such as bank wires with new international gateways, such as XBT and XRapid protocols. Through this fully encompassing approach, Bitwage radically reduces the cost of paying workers, freelancers and outsourcing firms across borders.

A Self-Directed IRA, sometimes referred to as an “Alternative IRA”, “Self-Managed IRA,” or an “SDIRA”, is a retirement platform that allows the investor to diversify his or her savings beyond Wall Street, into real assets like real estate, private placements, and more. With the addition of a checkbook control feature, you gain the flexibility and freedom to invest your own wealth, in real-time, with no extra paperwork and no transaction fees. If you’re ready to diversify your savings out of volatile Wall Street stocks, bonds, and mutual funds, and you’re interested in driving your own retirement account, this is the account for you. You can diversify your retirement savings into numerous options beyond Wall Street, including real estate, private placements, and more. A stock market crash won’t decimate your retirement savings if you truly diversify and invest your money in more than one place.

Attract & retain top talent, and create a happier, more stable workforce by offering your employees a Slavic 401(k) plan. Happier employees stick with your business longer, ensuring you have the depth for your business to continue to scale. Weighing your options between your own independent 401(k) plan or participation in a Multiple Employer Plan (MEP)? Consider the $6,000 - $10,000 annual audit cost savings (an IRS requirement for businesses of 100+) afforded you by adopting an MEP plan. There is no individual audit requirement for your company inside an MEP. Also outsourcing the administration and Fiduciary responsibility to the MEP sponsor saves time and money. 401k compliance & testing issues can cause significant problems for you, the employer. If your plan is not administered correctly, you can be hit with fines & penalties that can cut into the bottom line of any business, and that can be crippling for a small business.

With tools like automatic contributions, you never have to worry about finding the right time to invest. You may have heard we have low fees across our entire platform and our Investments are no exception. We’ve been helping Canadians save and invest online for over 10 years, so you can feel confident that you’re on track towards your long-term financial goals. Earn tax-free interest on top of the same great advantages of a Tangerine savings account. Enjoy all the guaranteed benefits of our GIC combined with the great features of our Retirement Income Fund. Earn money-back rewards on all of your everyday purchases with a Tangerine credit card. Personalized categories, unlimited money-back monthly and no annual fee. Although Tangerine is a bank without branches, we are much more than a website on the Internet. Our presence is also established via mobile, at our Tangerine locations and through our contact centres.

Meet the tax-free way to invest in crypto. With a CryptoIRA, you can use your retirement savings to buy, sell, and trade directly through Coinbase. Who knows, the currency of the future might just shape yours. Open a CryptoIRA. It's fast, easy, and 100% online. Every IRA has a tax advantage. Choose from traditional, Roth, or SEP. Contribute cash from your bank or transfer funds from an existing retirement account. Trade crypto, more than 90 available, on the Coinbase exchange directly in your Alto portal. Alto connects directly with Coinbase, no LLC required, so you can buy, sell, and trade crypto using your retirement savings. With 24/7 real-time trading and $10 investment minimums, it’s also incredibly easy to get started. We even offer a free concierge service to help walk you through setting up and funding your account. We don’t charge any account maintenance or setup fees, and will never require an account minimum.

Manage your portfolio whenever or wherever. Invest as much or as little as you like. It’s up to you. You’re protected with the most robust security protocols and industry-leading insurance. It’s true. Keep your gains within your BitTrust crypto-IRA and they’re tax-free. Studies show that structured rebalancing can increase performance by over 35%. 100% offline cold storage with private keys secured in decommissioned nuclear bunkers. Round the clock digital protection with added layers of human security and 24/7 monitoring by a specialist team. Rest easy, your assets are covered by industry-leading insurance.It’s simple to transfer funds from an existing IRA or 401(k) to your new Equity Trust Digital Asset IRA.

Groww is an investing platform where users can find the best mutual funds to invest in and can invest their money without any hassles. Groww provides objective evaluation of mutual funds and does not advice or recommend any mutual fund or portfolios. Investor shall invest with their own descretion. Groww does not guarantee any returns and safety of capital. With Groww, Investing in mutual funds, stocks, digital gold are made easy, fast & secured. Enjoy 100% paperless onboarding without any hassles and Invest in popular mutual funds, stocks & buy gold in a few minutes from the comfort of your home. Invest in any direct mutual funds by SIP or lump sum at 0% commission for free. If you are already an investor, switch your regular investments plan to direct mutual fund plans & earn extra returns. Groww is the simple Demat & stock trading app that allows you to open a free Demat account & trade BSE, NSE listed stocks in the share market at a low brokerage on the stock orders.

Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc.

Viva's Crypto IRA™ gives you unrestricted access to investing in cryptocurrency with your IRA including strategies such as buy and hold, staking, lending, Masternodes and mining. Unlike online IRA providers, the Viva Crypto IRA™ also has no restrictions on how much you invest, how many trades you place, or what custody or exchange providers you use. We can even roll over your existing retirement account into a Roth IRA for tax-free crypto growth which is likely to save the average investor six figures in tax over a 10 year period when investing in growth portfolios. As a result, the Crypto IRA™ is a robust solution for serious investors who want 100% control of their retirement portfolio.

A unique digital mobile account with a fully featured high yield checking account, credit card and investing. Maximize your return on assets and grow your wealth -- effortlessly. Save and invest $3.50 a day from age 26 and you could have built a $1m+ portfolio by retirement. The most comprehensive investment app available. Passively fund your Robo portfolio, trade equities commission free and get access to alternative assets including cryptocurrencies and precious metals in app. Maximize your return on assets and grow your wealth -- effortlessly. Unifimoney also is launching a credit card. The only Credit Card in the world to give you the choice of redemption as Gold, Bitcoin or Equity investment contribution. Helping the environment and supporting The Ocean Foundation, we donate every time the card is used.

Investments in mutual funds and state securities (SBN) are easy and convenient. Registration without physical documents in a matter of minutes you can invest in mutual funds and SBN. Bareksa the first investment application that has an APERD license from OJK. Free to choose the best sharia and conventional mutual fund investment products in Indonesia. Simulate the product of your choice or choose from the Top Product page which is regularly evaluated by Bareksa. Contributions to state aid are 100% safe. Returns are sent directly to your account every month. Mutual fund investment at Bareksa is free, can be added and withdrawn at any time, without a period of time, without penalty fees.

Want to build financial independence but don't know where to start? Pearler makes investing simple again. Over the long term, investing regularly in low-cost exchange-traded funds outperforms most active trading strategies. You have worked hard for your money, it's time to make your money work for you. Choose what assets you want to invest in or use a template portfolio to get you started. Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest. Track your progress towards financial independence, a home deposit, retirement, or any other financial goal. Don't do the journey alone. Join a community of long-term investors to help you stay on track. Simply choose the amount, frequency, and specific shares you want to invest in. It’s the easiest set-and-forget strategy for both beginners and experienced investors. Discover popular, low-fee ETFs, LICs and shares loved by the Pearler community.

With a self-directed solution, you can invest in almost anything and the income generated from those investments is tax free. At IRA Financial, our in-house tax and ERISA professionals will guide you through establishing a self-directed retirement account and ensure it always remains compliant. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.

PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.

Rules can be automatically applied to specific employees or situations to automate all calculations, including overtime, premiums and multiple pay rates! Managers can remotely monitor and get up to the second reports regarding employee time and attendance, from anywhere at anytime. Eliminate waiting until the end of the pay period to review attendance records. Setup an unlimited number of accruals to automatically track employee vacations, sick days or banked time. Employees can also see their own accrual balances, eliminating time-consuming requests to human resources to lookup that information. Management has fine-grained control and tracking over where employees are able to punch in/out from, including down to the device and GEO fence level. Allocate time to jobs / tasks and track employee expenses while in the field. Handle employee skills / qualifications and process payroll with just a few clicks.

Invest in cryptocurrency with your IRA. Bitcoin IRA is the world’s first, largest and most secure cryptocurrency IRA platform used by thousands of clients. Our proprietary platform enables you to self-trade crypto anytime, anywhere, so you can take action right when the market moves. Assets are insured for $100 million with BitGo Trust and their insurance provider Lloyd’s of London, the world’s specialist insurance and reinsurance market. One of the best advantages of investing with your IRA are the tax-breaks. Maximize your retirement growth in a tax-free IRA. Our one-of-a-kind dashboard offers many features such as live price tracking, portfolio performance, videos, education and more. Your digital assets are stored with our partner BitGo. BitGo Inc. is the world’s largest processor of Bitcoin transactions, processing over 20% of all global transactions, and more than 15 billion per month across all cryptocurrencies.

Whether you are a fund administrator looking for greater precision and controls across funds from a scalable private equity software or an asset manager in search of a cost-effective reporting and reconciliation solution for deal-by-deal waterfall calculations, Cascade Suite has the accuracy, efficiency, and a range of deployment models to meet your needs. Increased transparency and controls for investors and regulators. Automated complex allocations and calculations. Reduced operational expenses. These are just a few of the benefits offered by Cascade Suite. This powerful and flexible proprietary private equity software provides a scalable and efficient solution for your alternative investment infrastructure. Supports private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts.

Investing is one of the best ways to grow your savings over the long term. We make it simple for both beginners and experienced investors. Transparent fees and charges. Sign up in seconds. Superb design, transparent charges. Own a piece of even the most expensive US shares. Invest from only £2. Great for beginners and experienced investors alike. Choose from a wide range, covering different sectors and markets worldwide. Choose from thousands of stocks from the London Stock Exchange, AIM, NYSE and NASDAQ. The right investment account to grow your wealth over the long-term. Flexible, unlimited investing. Commission-free share dealing. Buy and sell shares instantly during stock market opening hours. Invest tax-free with no UK capital gains or income tax. We charge a flat monthly fee and no commissions for placing trades. Plus offers 3% interest on cash, up to a max deposit of £4,000, more order types with limit orders and stop losses, stocks and shares ISA, and more stocks.

Every asset class carries its own set of advantages. The key to achieving your financial objectives and growing your wealth is understanding those advantages, and learning to balance your investments across a range of appropriate asset classes suited to your unique situation. Digital currencies are an entirely new asset class. And they offer a combination of benefits previously inaccessible under the umbrella of a single investment. Even better, new Digital IRAs (a type of self-directed IRA account) now allow Americans to leverage digital currencies as a retirement investment – adding a whole new dimension of benefits. No longer do you need to settle for the same selection of investments that are offered through most conventional IRAs and 401(k)s – such as stocks, bonds and mutual funds. Instead, with a Digital IRA, you can truly diversify your retirement savings beyond traditional assets and gain exposure to the enormous growth potential of digital currencies.

Take matters into your own hands or let us take care of things. Either way, our low fees and transparent pricing mean you keep more of your money. Take matters into your own hands. Build your own investment portfolio with a self-directed account and save on fees. Make your money work harder. The easy way to invest. Intelligent, lower fee portfolios designed by experts to help you achieve your financial goals faster. Take advantage of exclusive Questrade programs and promotions designed to lower your fees, boost your investing power and maximize your returns. Whether you’re an active trader or just starting out, you can take control of your portfolio with Questrade Self-Directed Investing. Matching your investment goals with smart technology, you'll receive a portfolio of ETFs (exchange traded funds). These funds invest in the market like a mutual fund but with much lower fees.

Try the all-in-one money app that budgets, saves, and invests² for you. Digit helps you reach financial freedom by doing smart things with your money every day. The first thing you see when you open the app is how much is cool to spend. Digit knows about your expenses and goals, and smartly splits up your deposits for bills, savings, and long-term investments. Digit calculates the right amounts to slowly move into your Bills account. This is for monthly bills like rent, utilities, or subscriptions. We keep it separate so you don’t spend cash you’ll need later in the month. Investing with Digit is about as easy as it gets. We help you contribute to a portfolio for long-term wealth and retirement at your own pace.

Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy-to-use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as equities, mutual funds, FDs, loans, real estate, derivatives, borrowings, and commodities, etc. Portfolio Tracker consolidates all investments automatically, which enables Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime. Offers intelligent, value-added reports like transaction reports (date, yearly, or industry-wise), annualized returns, etc.

Pickle Finance is built on battle-hardened and audited foundations. Safety of user funds is always prioritized over speed. Decentralized Finance (DeFi) has grown tremendously over the past year. There are many parts of DeFi, including lending platforms, liquidity protocols, stock synthetics, automated market makers, and more. Yield aggregators are another option in the Decentralized Finance space. Yield aggregators exist for yield farmers who want to invest money and maximize profits by leveraging different DeFi protocols and strategies for elevated returns. Pickle Finance makes it easy for you to earn great compounding yields on your deposits, when you don’t have the time to compound it daily or the gas fee is too high for frequent compounding to be done. Pickle Finance is always on the lookout for opportunities to generate yield on your assets for all risk tolerance levels.

ICICIdirect is the largest retail broker and financial product distributor in the country trusted by over 50+lac customers with over 2 decades of service having 170+ branches across India. ICICIdirect.com has revolutionized the world of online investing. This online share trading platform offers a trading account for seamless and hassle free electronic trading. ICICIdirect offers more than 50 products and services like equity, mutual funds, derivatives, futures and options currency, commodity, ETF, insurance, IPOs, corporate fixed deposits, loans, NPS, wealth management, corporate services, NRI services, portfolio management services, global investment, financial learning, tax services etc. under one roof to help you to achieve your investment goals. What sets ICICIdirect apart is its unique research desk that offers various research based products designed to meet your needs across different time horizons.

Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights.

Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice. No annual fee, account set-up fee, or maintenance fee. Trade commission-free on stocks, options and mutual funds in your IRA. Our customizable trading platforms let you manage your account and trade from your desktop, iPad or mobile phone.

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.

Jumpstart your crypto portfolio. Use only the services you need — no complicated trading charts and only nine most promising cryptocurrencies to choose from. Beginner or not — getting started takes 10 minutes. No confusing trading charts — we make it easy to understand what goes on with your assets. Keep track of your portfolio on the go with the mobile app. Convert your crypto to euros, withdraw the money to your bank account or use it for payments whenever you want. Whether you are just starting or have been investing for a while, you can easily create and diversify your crypto portfolio. Choose from the selected cryptos with the biggest investment potential. Mix & match your favorite coins like you would with other assets. Using crypto in your everyday life is easier than ever. Buy the things you want. Deposit and transfer money instantly. Withdraw funds to the bank account. Maximize the profits by automating your investments.

When you need to manage property fund’s investors and transactions efficiently in a secure environment, Fundy is your place to go. Fundy is a platform where you calculate, track and report about property fund’s daily operations, like capital calls from investors, distribution payments, net asset value and the fund’s investment portfolio. Fundy calculates capital calls, distributions and NAVs for open-end or closed-end funds so you are free of any Excel calculation formula errors. Tracking how fund’s real estate or indirect property fund investments are performing, is easy in Fundy. Monitoring market values, other KPI’s and maintaining business plans over time is simple. We take security seriously with Fundy and at Exquance. Fundy is built with deep audit trail logging, distribution payment confirmation procedure, various user access rights and permission, SSO login and GDPR features.

Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.

In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Investment Suite, APX connects your entire enterprise - front, middle, and back offices - on a single platform. Customized delivery (deployed locally or cloud-delivered with or without outsourcing services). Composite management support for GIPS compliance. APX enables you to manage virtually all asset types on a single technology platform. It handles standard investment products such as equities, fixed income, mutual funds, FX and derivatives, as well as alternative investments like private equity. This helps alleviate manual workarounds, improve accuracy, and delivers a timely, comprehensive view of portfolios, strategies, positions, and cash.