White-Label Trading TechnologyYour Brand. Your Business. Your Revenue.
For Educators, Brokers, Newsletters & Content Creators
iVest+ is a modular, white-label trading platform that deploys under your brand — giving your users charting, options, research, journaling, screening, feedback, and AI in a single integrated experience.
See how the partnership model works.
Trusted by Leading Trading Educators
The Partner Opportunity
After your course or content ends, your users move to ThinkorSwim for charts, a spreadsheet for journaling, Finviz for screening, and separate apps for research. They're spread across disconnected tools — none of which carry your brand, generate data you can act on, or produce recurring revenue. iVest+ consolidates that entire workflow into a single platform under your brand, turning a fragmented user experience into a retained, monetizable relationship.
One Platform. Your Brand. Their Entire Workflow.
iVest+ is a modular, white-label trading platform built for partner deployment. Select the modules your users need — charting, options, research, journaling, screening, backtesting, sharing, and AI — and launch under your own brand. Your users get an integrated experience. You get retention, data ownership, and recurring revenue.
Four Steps to Your Branded Trading Platform
1
Select Your Modules
Choose from charting, options, research, journal, screener, backtesting, sharing, crypto, and AI. Configure the product to match your audience and business model.
2
We Apply Your Brand
Logos, color palette, domain, social links, privacy agreements, and marketing collateral — all configured to your brand specifications.
3
You Launch
Partners have gone live in as few as 3 days. Low upfront costs, pre-built billing integration, and CRM connectivity accelerate time-to-market.
4
Generate Recurring Revenue
Your users subscribe monthly to your platform. You retain the customer relationship, the usage data, and the revenue stream.
Six Reasons Partners Choose Us
Workflow Continuity
Charts, options chains, screeners, journals, AI, and trade execution — integrated in a single platform. Users complete their entire workflow without switching tools, which drives daily engagement and long-term retention.
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.
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
When users trade, journal, and analyze on your platform daily, you've built a subscription business with strong retention economics — not a one-time transaction. Monthly recurring revenue fundamentally changes your business model.
Complete Brand Ownership
Full brand control — logos, colors, domain, privacy policies, and marketing materials. From the login screen to onboarding videos, every touchpoint reflects your identity. End users experience it as your proprietary platform.
Proven & Responsive
Multi-year production deployments with partners including OTA, TRADEway, and SurgeU. Dedicated partner support with rapid iteration cycles. New partners have gone live in as few as 3 days.
Find out more.
A Full AI Intelligence Suite — Branded as Yours
Eight AI-powered capabilities available in the platform — from conversational screening and coaching to earnings analysis and chart annotation. All branded as yours. This is a defensible differentiator that's difficult for competitors to replicate in-house.
🔍
AI Screener
Conversational stock screening — users describe what they want in plain language.
📓
AI Journal
Automated analysis of trading results with insights on strengths and areas to improve.
🎓
AI Coach
An in-platform mentor that explains strategies, trades, and market concepts on demand.
📊
AI Analyst
Full competitive and industry analysis updated daily with the latest market data.
🌐
AI Macro Reports
Automated macro-economic summaries so users always know the big picture.
💰
AI Earnings Analysis
AI-generated earnings breakdowns and projections for any ticker.
📈
AI Chart Annotations
Automated technical annotations and pattern recognition right on the chart.
⚡
AI Trade Ideas
AI-generated trade setups based on user preferences, watchlists, and market conditions.
Two Ways to Partner
Whether you want a turnkey solution or need to integrate with your existing infrastructure, we’ve built for both.
Business in a Box
Turnkey Solution
No development team, payment processor, or marketing site required. We provide the complete business infrastructure — you bring your brand and audience.
✓ Merchant processing under your brand
✓ Branded WordPress marketing site
✓ LMS for delivering your courses
✓ Cloud hosting — auto-scaled and secured
✓ CRM integration
✓ Brokerage connections
Enterprise Integration
Plug Into Your Stack
Already operating with your own billing, authentication, and LMS? Our modular architecture integrates with your existing stack — nothing gets replaced, just extended.
✓ Connect your existing billing system
✓ SSO and authentication integration
✓ Plug into your current LMS
✓ API access for custom workflows
✓ CRM and support tool connections
✓ Your choice of brokerage integrations
Built for Businesses Like Yours
OTA
One of the largest trading education companies in the world, using iVest+ as their branded trading platform for students across multiple global markets.
Trading Education
TRADEway
A growing trading community leveraging the iVest+ platform to keep members engaged with charting, journaling, and trade sharing under one roof.
Trading Community
SurgeU
Using iVest+ to bridge the gap between financial education and real-world trading, giving students the tools to apply what they learn immediately.
Financial Education
Who Partners With Us?
Trading Educators & Course Creators
Extend your education business with a branded trading platform. Give graduates a reason to stay subscribed — and convert one-time course revenue into monthly recurring revenue.
Newsletter Publishers & Content Creators
Turn your audience into platform subscribers. Give readers and followers the tools to act on your research, track their trades, and engage with your brand daily — not just at publish time.
Brokers & Financial Services
Augment your client-facing offering with advanced analytics, options tools, and a modern interface — without the cost and timeline of building in-house.
New Trading Ventures
You have the audience and the domain expertise. We provide the platform, infrastructure, and operational experience to get you to market in days, not months.
As Seen On
Ready to Explore the Partnership?
We’ll walk you through the platform, the partner model, and what a deployment looks like for your specific business.
Or reach our partnerships team directly at partners@ivestplus.com