Wealthsimple Invest Overview

Wealthsimple Invest is an intuitive investment management software that provides users with automated, personalized portfolio management services. The platform offers a range of investment options tailored to different risk preferences, allowing users to achieve their financial goals through diversified portfolios. Wealthsimple Invest uses advanced algorithms to optimize asset allocation and balance portfolios, helping users maximize returns with minimal effort. The software provides real-time performance tracking, financial goal setting, and automated rebalancing, ensuring a hands-off investment experience. Designed for beginners and seasoned investors alike, Wealthsimple Invest makes investing accessible, transparent, and effective, providing a reliable path to long-term wealth growth.

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Contact Details

  • Vendor Name Wealthsimple
  • Founded
  • Location Canada

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Wealthsimple Invest Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Wealthsimple Invest Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • One-Time Payment One-Time Payment

Wealthsimple Invest FAQs

Wealthsimple Invest is an intuitive investment management software that provides users with automated, personalized portfolio management services. The platform offers a range of investment options tailored to different risk preferences, allowing users to achieve their financial goals through diversified portfolios. Wealthsimple Invest uses advanced algorithms to optimize asset allocation and balance portfolios, helping users maximize returns with minimal effort. The software provides real-time performance tracking, financial goal setting, and automated rebalancing, ensuring a hands-off investment experience. Designed for beginners and seasoned investors alike, Wealthsimple Invest makes investing accessible, transparent, and effective, providing a reliable path to long-term wealth growth.

  • Yes, Wealthsimple Invest offers a free version.

  • Yes, Wealthsimple Invest offers a free trial.

  • No, Credit Card details are not required for the Wealthsimple Invest trial.

  • Wealthsimple Invest supports the following payment frequencies:

    • One-Time Payment

  • No, Wealthsimple Invest does not offer an API.

  • Wealthsimple Invest offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , FAQs/Forum

  • Wealthsimple Invest offers training with the following options:
    • Videos

  • Wealthsimple Invest supports the following languages:
    • English

  • Following are the typical users of the Wealthsimple Invest:
    • Self-Employed , Small-Business , Midsize-Business

  • Wealthsimple Invest supports the following deployment:
    • Cloud Hosted

  • Wealthsimple Invest supports the following devices and operating systems:
    • Web-Based