White-Label Trading TechnologyYour Brand. Your Business. Your Revenue.
For Educators, Brokers, Newsletters & Content Creators
A white-label trading platform with 4 proprietary research scores, 20 options strategy templates with guardrails, automatic trade journaling across 80+ strategies, a 400+ data point screener, and 8 AI-powered tools — all deployed under your brand in weeks.
See how the partnership model works.
Trusted by Leading Trading Educators
The Partner Opportunity
After your course or content ends, your users scatter — one app for charts, a spreadsheet for journaling, another tool 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.
4
Proprietary Scores
on Every Symbol
400+
Screener
Data Points
100+
Key Ratios with
Industry Benchmarks
20
Options Strategy
Templates
80+
Auto-Identified
Trading Strategies
25 yrs
Options
Backtesting History
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 less than a week. 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.
Nine Reasons Partners Choose Us
THE PLATFORM
Workflow Continuity
Charts, options chains, screeners, journals, AI, and trade execution — integrated in a single platform. The chart alone tells the story: four line styles show the full trade lifecycle — dotted lines for staged/shared trades from the educator, dashed for working orders (draggable to modify), solid for open positions, and green/red entry-to-exit connectors from journal history. Users see their entire trading history on every chart without opening another tool.
Options-First Sophistication
20 strategy templates organized by outlook (Bullish, Bearish, Volatile, Stagnant) with guardrails that enforce valid positions — dates sync across legs, quantities lock, strikes restricted to valid combinations. Three proprietary gauges on every expiration: Accelerator (volume momentum), Skew (graphical P/C ratio vs average), and Liquidity (5-factor tradability score). Backtesting powered by 25 years of daily options history with day-by-day stepping.
Research & Analytics Depth
Four proprietary scores — Technical, Inner Circle, Valuation, Fundamentals — visible on every symbol across the platform. 8 research sub-tabs per stock. 100+ key ratios with bullet charts showing 3-year range, industry and S&P benchmarks, and clickable industry rank gauges. No direct-to-consumer trading tool offers this level of analytical depth — and it all carries your brand.
THE LAUNCH
Built Around Your Teaching
Your curriculum drives the experience. Push watchlists, screeners, and chart profiles that align with your lessons. Share and stage trades that appear directly on student charts. Set default themes, views, and options configurations so every new user starts exactly where you want them. The platform becomes an extension of your methodology — not a generic tool your students have to figure out on their own.
Proven & Responsive
In the market since 2012. Self-financed, no debt. Direct access to decision-makers. No ticketing systems or support queues — if something needs attention, you reach the person who can fix it. Multi-year production deployments with OTA, TRADEway, and SurgeU. New partners have launched in less than a week.
Partner-Ready Distribution
Purpose-built for white-label deployment, not a retail product you're reselling. The Master Account System gives partners control over every new user's experience: default theme (10 options), chart profiles, watchlists, screeners, views, scan favorites, and trade sharing that appears as dotted lines on student charts. Modular architecture means you choose exactly which components ship under your brand.
THE VALUE
Complete Brand Ownership
10 theme variants (light, dark, midnight, forest, hi-contrast, minimal), your logo, colors, domain, and authentication. Branded iOS and Android apps published in the App Store and Google Play under your name — managed entirely by us. From the login screen to the app icon on their phone, every touchpoint reflects your identity. End users experience it as your proprietary platform.
Elevates Your Brand
Having your own trading platform fundamentally changes how your audience perceives your business. You are no longer a course seller recommending third-party tools — you are a platform provider with proprietary research scores, AI-powered analytics, and professional-grade trading workflows. That perception shift impacts pricing power, retention, and competitive positioning.
Retention & Recurring Revenue
The journal does the heavy lifting: automatic leg-level trade matching, 80+ strategy identification, auto-tagging (strategy type, adjustments, expirations, scan origin), life-of-trade tracking with adjustment rollups, and 25+ performance reports. With permission, partners view student journals for coaching — transforming a personal tool into a collaborative coaching platform. Monthly recurring revenue fundamentally changes your business model.
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 Compare
Side-by-side competitive analysis that evaluates a stock against its peers — strengths, weaknesses, and alternative picks.
📈
AI Technical Analysis
Reads the chart along with the user’s indicators, generates a narrative of what it sees, and annotates support, resistance, and patterns directly on the chart.
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
✓ Branded iOS & Android apps in the App Store under your name
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
A global trading education brand with locations worldwide. OTA deploys iVest+ as their branded trading platform — students access advanced charting, options workflows, trade journaling, and AI-powered tools under the OTA brand. The platform integrates into OTA’s curriculum so students apply what they learn in a structured environment rather than scattering to disconnected tools.
Trading Education
TRADEway
A trading community built around active engagement and shared learning. TRADEway uses iVest+ to give members a branded platform where they chart, journal, share trades, and analyze performance together — creating daily engagement that drives retention and recurring subscription revenue.
Trading Community
SurgeU
Part of the Life Surge family, SurgeU uses iVest+ to bridge financial education and real-world trading. Students move from coursework directly into a branded platform where they screen for opportunities, structure trades, and journal their results — applying what they learn in the same session they learn it.
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
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
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