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What is EquityStat?

Our investment portfolio tracker streamlines the task of overseeing and assessing your financial assets from a single, accessible platform. EquityStat emerges as a standout, user-friendly application crafted with investors in mind. Its development was driven by individuals who truly understand the challenges faced by investors, stemming from the belief that innovation is born from necessity. We recognized that existing tools for tracking, managing, and analyzing investments often failed to meet user expectations. Many portfolio management solutions offered by brokerage firms were overly complicated, lacking crucial features, and primarily aimed at facilitating stock trades rather than providing a thorough investment analysis. At one point, we relied on a particular Fortune 500 investment portfolio application that suited our needs well; however, it gradually lost several key functions unexpectedly. Moreover, numerous competing applications were limited to Windows operating systems, restricting users to access their investment portfolios only from the computers where the management software was installed. With EquityStat, you can effortlessly access your portfolio from any device, guaranteeing that you remain updated on your investments at any time and from any location. This flexibility ensures that you can make informed financial decisions whenever opportunities arise.

What is DriveWealth?

We believe that buying stocks should be as easy as picking up a cup of coffee. Our dedicated team is here to help you design digital solutions that make investing accessible to anyone, no matter where they are situated. DriveWealth's cutting-edge, cloud-based brokerage platform employs APIs to enable any type of investment experience you desire, whether it's trading stocks, planning for retirement, or incorporating features like roundups and rewards, all while providing real-time access to fractional shares. By weaving investing into everyday interactions with customers, you can effortlessly convert them into investors. With DriveWealth’s modern brokerage system, you can efficiently launch your services by connecting to a unified platform that oversees all facets of the client experience, including account setup, identity verification, digital funding, and transaction execution. You maintain control over the customer interface, while we take care of all the backend operations, ranging from clearing and settlement to tax compliance and regulatory reporting, all handled digitally and in real-time, eliminating the inconveniences of overnight processing, paperwork, and unnecessary third-party integrations. This smooth integration enhances user experience, setting the stage for a fresh wave of investors eager to engage with the market. Ultimately, our vision supports a more financially inclusive future where everyone can participate in investing effortlessly.

Media

Media

Integrations Supported

Plaid

Integrations Supported

Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EquityStat

Date Founded

2014

Company Location

United States

Company Website

www.equitystat.com/portmgr/pages/home.aspx

Company Facts

Organization Name

DriveWealth

Date Founded

2012

Company Location

United States

Company Website

drivewealth.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

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