For Educators, Brokers & Newsletter Publishers
Your Students Scatter Across 4–5 Disconnected Tools After the Course.
You Lose the Relationship.
iVest+ gives trading educators and partners a white-label platform that keeps your audience analyzing, trading, and improving — all under one brand.
Trusted by Leading Trading Educators
TRADEway
SurgeU
The Problem Every Trading Educator Faces
You pour everything into your courses, your community, your content. But when the class ends, your students open ThinkorSwim for charts, switch to a spreadsheet for journaling, bounce to Finviz for screening, and check three other apps for research.
They’re gone. Scattered across tools that don’t talk to each other — and none of them carry your brand. You’ve lost the daily touchpoint. You’ve lost the recurring revenue. You’ve lost the relationship.
What if the platform they used every day — to chart, trade, journal, and learn — was yours?
The Solution
One Platform. Your Brand. Their Entire Trading Workflow.
iVest+ is a modular, white-label trading platform built for partners. Choose the tools your audience needs — charting, options, research, journaling, screening, backtesting, sharing, and AI — and launch it under your own brand. Your students stay in one place. You stay in the relationship.
How It Works
Four Steps to Your Own Trading Platform
Choose Your Modules
Pick from charting, options, research, journal, screener, backtesting, sharing, crypto, and AI. Build exactly the product your audience needs.
We Brand It
Your logos, colors, social links, and privacy agreements. Even marketing materials and videos carry your brand. It looks and feels like yours — because it is.
You Launch
We’ve launched partners in under 3 days. Low upfront costs, turnkey billing systems, and CRM integrations mean you’re operational fast.
Earn Recurring Revenue
Subscribers pay monthly for your platform. You keep the relationship, the data, and the revenue. No more one-time course sales.
Why iVest+
Six Reasons Partners Choose Us
Workflow Continuity
Charts, options chains, screeners, journals, AI, and trade execution — all in one place. Your users never leave the platform to get work done. That’s the difference between a tool they visit and a platform they live in.
Options-First Sophistication
Built from day one for options traders — not bolted on as an afterthought. Visual P&L, strategy builders, greeks analysis, and trade journaling with automatic strategy tagging like #ironcondor and #bullspread.
Partner-Ready Distribution
This isn’t a retail product you’re reselling. It’s purpose-built for white-label deployment. Modular architecture means you choose exactly which components ship under your brand — nothing more, nothing less.
Retention & Recurring Revenue
Stop selling one-time courses. When your students trade, journal, and improve on your platform daily, you have a subscription business — not a content business. Monthly recurring revenue changes everything.
Elevates Your Brand
Your logos, your colors, your domain, your privacy policies. From the login screen to the marketing videos — it all looks like you built it. Because from your audience’s perspective, you did.
Proven & Responsive
We’ve been doing this for years with partners like OTA, TRADEway, and SurgeU. Our team ships fast, responds faster, and treats your business like ours. New partners have launched in under 3 days.
The Full Package
Business in a Box — Not Just a Platform
Most white-label solutions hand you the software and wish you luck. We give you the entire business infrastructure:
Accept payments under your brand from day one.
A branded marketing site to drive signups.
Deliver your courses alongside the trading tools.
Auto-scaled, secured infrastructure. We handle it all.
Plug into your existing sales and support systems.
Top brokers already connected. You choose which to offer.
You don’t need a dev team. You don’t need to find a payment processor. You don’t need to build a website from scratch. We’ve already built the infrastructure — you just plug in your brand and start selling.
Our Partners
Built for Businesses Like Yours
OTA
Trading Education
One of the largest trading education companies in the world, using iVest+ as their branded trading platform for students across multiple global markets.
TRADEway
Trading Community
A growing trading community leveraging the iVest+ platform to keep members engaged with charting, journaling, and trade sharing under one roof.
SurgeU
Financial Education
Using iVest+ to bridge the gap between financial education and real-world trading, giving students the tools to apply what they learn immediately.
Who Partners With Us?
Trading Educators & Course Creators
You teach people to trade. Now give them the platform to do it — with your name on it. Replace one-time course revenue with monthly subscriptions.
Newsletter Publishers & Finfluencers
Your audience follows your picks. Give them a platform where they can act on your research, journal their trades, and stay engaged daily — not just when you publish.
Brokers & Financial Services
Enhance your offering with advanced analytics, options tools, and a modern interface your clients expect — without building it from scratch.
Anyone Starting a Trading Business
You have the idea and the audience. We have the platform, the infrastructure, and the experience. Together, you can launch in days, not months.
Ready to Build Your Platform?
Let’s talk about what your branded trading platform could look like. No pitch deck, no pressure — just a conversation about your business.
Or email us directly at partners@ivestplus.com