Passiv
Passiv is a financial technology company that offers portfolio management software with features like one-click trades, advanced currency handling, and performance reporting, alongside security measures such as encryption and secure server hosting.
Services
Passiv offers a free portfolio rebalancing software designed to streamline investment management. The platform provides users with one-click trades, advanced currency handling, and detailed performance reporting. Users can connect multiple brokerage accounts for seamless portfolio management. Passiv supports both free and paid subscription plans, with the Elite plan available at $99/year. The service also includes a money-back guarantee.
Features
Passiv's software includes a range of features tailored for investors. Automated investment calculations and cash & dividend notifications help users stay informed about their portfolios. The platform also supports the creation of tax-efficient portfolios and offers goal tracking and drift notifications to aid in managing investments. Security measures such as encryption and secure server hosting are employed to protect user data.
Pricing Plans
Passiv offers both free and paid subscription plans for its users. The free plan provides access to basic features, while the Elite plan, priced at $99/year, offers advanced functionalities such as one-click trades and goal tracking. The Elite plan also includes a money-back guarantee for users who are not satisfied with the service.
Security Measures
Passiv takes data security seriously, employing a variety of measures to protect user information. These include encryption and secure server hosting to safeguard data. The platform also uses third-party services to enhance its functionality and security, ensuring a safe and reliable experience for its users.