Pluto - Automated Fund Transfer Platform
Brandon Powell
Features:
- Account Linking:
- Users can securely link their TradeViewer, Webull, and other broker accounts to Pluto.
- The platform employs robust encryption and authentication protocols to ensure the safety of users' login credentials and financial data.
- Fund Transfer Automation:
- Once accounts are linked, users can set up automated fund transfer rules based on predefined conditions.
- Rules can be established for specific amounts or percentages of funds to move between different accounts at regular intervals (e.g., daily, weekly, monthly).
- Real-time Balance Monitoring:
- FundFlow Trader continuously monitors the account balances across all linked brokerages.
- Users can view their overall portfolio balance and the distribution of funds in each account through a unified dashboard.
- Portfolio Rebalancing:
- The platform offers a portfolio rebalancing feature, allowing users to maintain their desired asset allocation across multiple accounts automatically.
- When a user's portfolio drifts from their target allocation, FundFlow Trader will execute fund transfers to bring it back in line.
- Customizable Transfer Triggers:
- Users can customize transfer triggers based on specific market events, performance metrics, or personal preferences.
- For example, users can set transfers to occur when a particular stock reaches a certain price or when the overall portfolio gains/losses reach a specified threshold.
- Transaction History and Reports:
- FundFlow Trader keeps a comprehensive transaction history of all fund transfers between broker accounts.
- Users can access detailed reports and export them for tax purposes or investment analysis.
- Security Measures:
- The platform implements multi-factor authentication for user logins and fund transfers.
- Secure Sockets Layer (SSL) encryption ensures that data transmissions are protected.
- Customer Support:
- FundFlow Trader provides responsive customer support to address user inquiries and concerns promptly.
- Integration with Market Data:
- The platform can integrate with real-time market data, enabling users to make informed decisions before initiating fund transfers.