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Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Looking to achieve financial independence but unsure of how to begin? Pearler simplifies the investment process for you. Historically, consistently investing in low-cost exchange-traded funds (ETFs) has proven to be more effective than most active trading methods over time. After putting in so much effort to earn your money, it's essential to ensure it begins to work for you. You can either select your preferred assets or kickstart your journey with a pre-made portfolio. With a set-and-forget approach, you can allow the power of compound interest to do the work for you as time passes. Monitor your journey towards financial independence, whether it's saving for a home, planning for retirement, or achieving other financial objectives. You don’t have to navigate this path alone; join a supportive community of long-term investors who can help keep you motivated. Choose how much and how often you wish to invest, along with the specific shares that catch your interest. This strategy caters to both novices and seasoned investors alike, making it incredibly user-friendly. Explore the popular low-fee ETFs, LICs, and stocks that are favored by the Pearler community, and take your first step towards a prosperous financial future.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APS Payroll
CFO Silvia
Claritus
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Kinfo
Medved Trader
Option Alpha
PortfolioPilot
ProTracker Advantage
ProTracker RMD
Provisian
RightCapital
Surmount AI
Taiki
The Dividend Tracker
TradingDiary Pro
isolved

Integrations

APS Payroll
CFO Silvia
Claritus
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Kinfo
Medved Trader
Option Alpha
PortfolioPilot
ProTracker Advantage
ProTracker RMD
Provisian
RightCapital
Surmount AI
Taiki
The Dividend Tracker
TradingDiary Pro
isolved

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$6.97 per trade
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Pearler

Founded

2018

Country

Australia

Website

pearler.com

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