Our platform enables clients to easily see their wealth in one place, understand what they’re invested in, and track their progress.
Give your clients a full digital and transparent investing experience with a simple to use interface
Billionaires Advisor has partner with Envestnet Yoodlee to allow you to link your online brokerage account within the platform
Money Managers can focus on relationships and let our technology do the trading, onboarding, and insights so you don’t have to.
2FA verification on login and registration. Our platform is SSL encrypted and hosted on Digital ocean and cloudways encrypted servers.
Get real-time notification when directors and C-level executives are buying and selling stocks your favorite stocks
Billionaires Dashboard
Investment Banks
ETF managers
Pension Funds
"Business is all about the customer: what the customer wants and what they get. "
" BNY Mellon, is an American investment banking services holding company."
"The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania with about $6.2 trillion in global assets under management"
"Fidelity Investments Inc. one of the largest asset managers in the world with $4.9 trillion in assets under management as of June 2020"
"Wells Fargo Asset Management provides the expertise, strategies, and portfolio solutions you need to achieve your investment goals"
"JPMorgan Chase & Co. is an American investment bank and financial services holding company headquartered in New York Cit"
"BlackRock is the world's largest asset manager, with $8.67 trillion in assets under management as of January 2021."
The most Frequently asked questions, about account, our products and more
Billionaires Advisor uses Two-factor authentication which is an extra layer of security for your account designed to ensure that you and only you, can access your account, even if someone knows your password. Also our partner Envestnet Yoodlee using Multi Factor Authentication MFA to manage linkage real brokerage accounts within our platform.
Our data warehouse is entirely automated and done in real-times and parcels the SEC filings as soon as they are published.
Estimated Avg Price uses the stock price at the quarter end date to determine the average price paid. It also takes into account past quarterly 13F transactions and adjusts with the funds buying/selling over time. It's just a guesstimate since the fund could have purchased the position at any time during the quarter.
Guide to setup and configuration. You can present below a guide and a description of how your system configuration works and add some animated screens. We believe we have created the most efficient SaaS landing page for your users. Landing page with features that will convince you to use it for your SaaS business.
Stock purchases/sales: All stock trades and portfolio data are taken directly from the investor’s SEC filings, namely Form 13F a very complex report, in which billionaires investors and banks are required to submit portfolio holdings within 45 days after the quarter end, and Schedule 13D, which requires investors who own at least 5% of a company to report changes in the holding within 10 days of the trade. While we try to make the information as accurate as possible, we cannot guarantee the accuracy of the information we publish.
Our easy to use platform was built with a simple philosophy: everyone should have access to investing in a simplified manner. Thanks to fractional shares, anyone can invest in the stock market by easily choosing a billionaire, investment banks or pension funds, read their bio view of the stocks they own and see who to trade alongside.
Billionaires Advisor is a trading and wealth management platform that simplifies investing,making it easy and affordable for the everyday investor to build wealth and achieve their financial goals by investing along billionaires and leading banks from a click of a button with no technical knowledge.
Your issue is our main priority. Our 24/7 support team is here to help you and make sure our product is up to date.
support@supportemail.com
Online awards and publications. Get our media resources and learn about our company.
media@youremail.com
Have a presale question about our products and features? Or looking for a refund?
sales@salesemail.com
Each user starts off with US$20,000 practice money in the real world environment and they can trade fractional shares of the same companies owned by the billionaires. Forbes investing, billionaires and business news educate novice investors without any technical jargons.