Onboarding
Get Investors Using Their Data Quicker and With Greater Accuracy
Eliminate the need for CSV uploads and manual entry. Reduce user maintenance on their data.
Build a seamless onboarding experience with account linking
- Eliminate the need for manual entry or CSV uploads during onboarding
- Ensure user data stays up-to-date in your platform
- Onboard users faster
- Give users a holistic view of of their assets
Featured Partner:
Simply Wall Street
Simply Wall Street is a portfolio analytics tool for long-term investing to help individuals at every stage of their investment journey.
Why SnapTrade?
SnapTrade connects Simply Wall Street customers to their portfolios quickly and without friction. This allows Simply Wall Street to build dozens of analysis tools they can offer to their users to learn about their portfolios.
“One of the biggest friction points for us is the portfolio creation process and maintenance. By connecting their portfolios with SnapTrade it lets users import their portfolio in just a few clicks and stays up to date automatically. That is a big value proposition.”
Mauro Ferrante
Group Product Manager, Simply Wall Street