We built iVestPlus with business in mind, not just stocks and options. Whether you are a broker, educator, or someone looking to start a trading business, we can customize a solution for you to create the product you need and give you the tools to manage the business how you want.
Make the Platform Yours
We can create a version of the product that includes your logos, colors, social media links and more, right down to the privacy agreements. We even have marketing materials and videos that can show your brand.
Choose Your Own Product
Pick Your Modules
Not everyone needs the same tools. Choose from our options, charting, journal, research, scanning, sharing, and backtesting modules. You can even pick your default scans for your customers from over 2000 data points.
Our business and technology teams can work to keep your upfront costs extremely low and get the product launched in very little time so you can start building recurring revenue. We have launched new partners in less than 3 days!
We have turnkey solutions to get you up and running with back end billing systems quickly and everything is already integrated with our modules. All of the charges will show under your business name.
If you have one of many industry-standard CRMs, we can connect it to the platform so your sales, support, and billing teams can continue to operate the way they already do. No need to have two backends.
We connect to many of the biggest names in the industry so your customers can trade with who they want, and we are always adding more. You can choose which brokers you allow for your customer base.
And Much More...
Our sales team can talk to you about private authorization systems, setup and installation, custom education links, platform customization, adding your own plug-ins, API consulting, and more.