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

Trade stocks, ETFs, and options on-platform, with digital assets via integrated partners

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

Aims to improve execution quality, reduce costs, and enhance efficiency

Seamless integration, maximum engagement

Easily integrate investing into your platform, grow your offerings, and retain full control