Platform-as-a-service
Create unique investing experiences using modular infrastructure, APIs, and configurable platform services.
Build and deliver investing your way
Accounts
Create and manage brokerage accounts.
Trading
Enable investing functionality through APIs.
Funding
Connect money movement and workflows.
Portfolios
Access portfolio and holdings information.
Reporting
Retrieve account and operational data.
Event services
Integrate with events and notifications.
Enable flexible implementation
API-first platform architecture
Access platform capabilities through modern APIs and integration services at scale.
Event-driven application development
Connect workflows through real-time platform events, notifications, and system triggers.
Multiple deployment models
Launch embedded, custom, and white-labeled investing experiences.