Embedded Self-Directed Brokerage

Seamless investing and education, embedded into your platform

Our embedded self-directed brokerage solution integrates with digital banking platforms, TAMPs, and third-party apps, offering financial intermediaries a low-cost, quick-to-market way to deliver seamless investing experiences.

Our partners

Offer self-directed investing through your financial institution

Leverage our technology to seamlessly integrate a powerful investing platform within your existing infrastructure. Provide a modern, user-friendly experience that keeps account holders engaged while driving new revenue opportunities. 

Multi-asset trading

Enable trading in stocks, ETFs, options, and cryptocurrencies—all from a single platform.

Practice/simulation investing

Allow users to test trading strategies in a risk-free environment using virtual funds.

Financial literacy and education

Empower with the knowledge needed to make informed investment decisions. 

Research and analytics tools

Real-time data, AI insights, and customizable dashboards to optimize investing decisions. 

Mobile and web accessibility

Ensure a seamless investing experience across all devices.

Secure transactions

Maintain trust with enterprise-grade security, encryption, and fraud prevention measures.

Zero-commission trading

Attract and retain investors with commission-free trading on stocks and ETFs.

Smart order routing

Intelligent trade execution for best prices, lower costs, and enhanced efficiency. 

Seamless integration, maximum engagement

Effortlessly integrate investing into your infrastructure, expand services, and maintain control. 

Ready to transform your wealth management offering?

Let us help you deliver innovative, scalable, and secure financial solutions to your clients.