Software
We've compiled a list of 4 free and paid alternatives to WealthBar. The primary competitors include Betterment, SoFi. In addition to these, users also draw comparisons between WealthBar and Grain - Invest with Friends, Wealthfront. Also you can look at other similar options here: About.
We've compiled a list of 4 free and paid alternatives to WealthBar. The primary competitors include Betterment, SoFi. In addition to these, users also draw comparisons between WealthBar and Grain - Invest with Friends, Wealthfront. Also you can look at other similar options here: About.
Invest using professionally managed low-cost ETF portfolios and work with your own personal...
Invest using professionally managed low-cost ETF portfolios and work with your own personal...
iPhone
Web-Based
WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using time-tested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. You will also work directly with your own personal financial advisor to develop a personal financial plan and get advice on everything from optimizing your RRSP and TFSA contributions, to minimizing taxes on your non registered savings.
The WealthBar app allows clients:
- Communicate with your financial advisor and the WealthBar team whenever you need
- Monitor and track your investment's performance in real time
- View your portfolio and asset allocation
- Review transactions on your account
Portfolio
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