Fredericton, New Brunswick – October 13, 2020 – Passiv (https://passiv.com/) is announcing its partnership with Tradier Brokerage (https://tradier.com) to offer a simplified dashboard for managing a balanced portfolio. Tradier clients can now link their accounts to Passiv to easily create investing targets and determine what trades are necessary to stay on target.
Traditionally, investing at online brokerages required clients to use spreadsheets to help them manage their investments. Buying and selling shares was a manual process that became more burdensome as client assets grew. Tradier clients can now use an integrated tool to help manage their investments. Client accounts can be securely linked with Passiv to maintain a balanced portfolio. Cash allocation and rebalancing are now as easy as a single click in the Passiv dashboard.
“We’re excited to partner with Tradier because of how we empower self-directed clients to follow their investment goals with ease. I also think that there’s an opportunity to help Tradier’s partners and RIA clients.” said Brendan Lee Young, CEO, Passiv.
With trading commissions now at zero, Lee Young believes that brokers are warming to the idea of working with partners to build new tools and investing experiences for their clients. He thinks that brokerages with open APIs, like Tradier, have a real opportunity to attract and grow assets on their platforms.
To learn more, contact Passiv at firstname.lastname@example.org.
Passiv (https://passiv.com/) is a Canadian fintech startup headquartered in New Brunswick, Canada. Passiv specializes in building easy-to-use portfolio management tools for self-directed investors. The company’s mission is to empower more people to manage their wealth at online stock brokerages. The platform currently has integrations with TDAmeritrade, Interactive Brokers, Alpaca, Tradier, and Questrade.
About Tradier Inc.
Tradier, Inc. is a cloud-based financial services provider and brokerage API company that offers a groundbreaking platform to serve Platform Providers, Advisors, Developers and Individual Investors. Tradier delivers an innovative set of fully hosted API's, modules and "out of the box" tools that are leveraged by a growing list of providers seeking to create innovative trading and investing experiences.
Created by developers, Tradier is a technology linchpin that works with organizations that want to democratize access to data, trade execution, low cost trading and market connectivity through cloud access. In addition, Tradier's APIs empowers third-party developers to build applications such as algorithmic and robotic trading systems.
The Tradier solution features REST-based and Streaming APIs, and turnkey tools that deliver speed, choice and simplicity – all on a secure platform.