Invest in one or more AI driven investment portfolios.
1-to-1 walk through session with a financial advisor.
Tax Loss Harvesting
Lower your tax liability# with our efficient lot matching algorithms.
Protects you from market downturn and seizes opportunities during upswing.
HFT techniques for trading, resulting in more savings for you.
Wealth management tools
Tools that give insights on how you stack up against current market conditions and more.
Dedicated Customer Support
On mail, phone, and chat
 This research report by Pershing compares the limitations of a traditional advisor vs a new age advisor using technology and against robo-advisors.
 For the above attributes of a Typical Robo Advisor, we refer to the 1st generation of robo-advisors, or more commonly called robo-advisor 1.0 as highlighted in the Deloitte research report here and in the Thomson Reuters research report here along with our industry research. As evidenced in these reports, with the evolution of the industry, the capabilities of next generation of robo-advisors 2.0 and others are increasing over time.
 For fee comparisons, please refer to the reports published here and here.
 Fee structure of a typical hedge fund explained here and here.
Frequently Asked Questions
Are there any fees if I want to transfer my account from another broker?
Some brokers might charge you a nominal fee of around $50-$150 for an account transfer. If you are transferring your account from another broker to qplum, we will reimburse your transfer fee, up to $150. We do not charge any transfer fee at our end.
How about all the fund transfers and withdrawals? Do you charge anything?
Instant transfers using ACH to your account is free. For wire transfers, your bank will charge you around $30. But we will reimburse that amount. TL;DR - You have to pay nothing for the transfers.
Some brokers charge a fee for maintaining an IRA account. Do you?
No. We do not charge any additional fee other than the 0.50%.
Are there any extra charges for trading which happens on my account?
None. All you pay is 0.50% of your assets a year.
Ways to Partner
AI driven multi-asset portfolios delivered via model delivery or separately managed accounts
- Tax optimization strategies
- Trade execution
- Dynamic currency hedging
- Risk management
- AI Investment Dashboard
- Digital solutions
Design custom investment solutions to best meet objectives. Implemented as a sub-advised manager or model delivery