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Technology service and financial education provider DriveWealth has announced that it is deploying a new functionality to its offering that is aiming to enable investment advisors worldwide to offer their services across multiple brokerages via the company’s Wealth Management API.
IA’s will be able to design custom portfolios for different clients depending on there risk profile and account size and deliver diversified solutions worldwide vie an API. The solution is using real-time fractional shares, which can lower the client’s minimum account balance to zero. This enable the investment advisor to offer his/her services to a very wide base of clients.
DriveWealth is ... (read more)