Full White Label Solutions

We built iVest+ 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.

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.

Billing, CRMs and LMS

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. We also connect various Learning Management Systems (LMS) for you to provide education for your customers.

We Are Here For You

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!

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.