Post-launch, our staff is available to answer questions regarding brokerage accounts, money movement, and more. Plus, you’ll get real-time support through a dedicated Slack channel.
Implementation and Ongoing Support
With DriveWealth, you can start offering your customers real-time, dollar-equivalent based investing in fractional shares in as little as 60 days.
Our dedicated Partner Solutions experts will guide you through our three-step process:
The DriveWealth solution provides you with a Partner Portal to manage your integrations, validate API usage, and manage customer accounts pre- and post-launch.
Partner Portal has a simple interface to assign employee user roles and permissions. Choose from pre-set roles based on Series 7 and 24 licensing, or customize permissioning as needed to ensure compliance with security regulations.
DriveWealth uses a layered approach of overlapping controls, monitoring and authentication to ensure the overall security of the company’s data, network and system resources.