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Echo Trade (Perfectna)

Echo Trade is the first-ever marketplace where investors can copy top registered investment firm portfolios into personal trading accounts. Unlike brokers, Echo Trade is an add-on service connecting to existing brokerages (E*TRADE, Schwab, Fidelity, Robinhood, etc.). Product of Perfectna, Inc., a white-label SaaS fintech providing Echo-Trading technology to brokers.

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Overview

Pricing Model
subscription
Free Trial
7 days

Products & Services

Echo Trade Platform

platform

Copy trading marketplace where retail investors follow professional registered investment firm portfolio managers. Includes marketplace filtering by risk, cost, trader type, and investment amount. Real-time trade alerts via SMS and email. Compatible with self-directed IRA, 401K, and traditional brokerage accounts.

7-day trial
  • Marketplace of professional portfolio managers
  • Real-time trade alerts (SMS and email)
  • One-click trade copying
  • Portfolio filtering by risk, cost, trader type
  • Compatible with IRA, 401K, traditional accounts
  • Detailed portfolio and strategy information
Learn more

Company Information

Legal Name
Perfectna, Inc.
Headquarters
Unknown, United States
Team Size
1-10

Founding

Background
Team described as traders, technologists, and builders at intersection of markets, big data, and clean design

Platform Details

Type
Copy trading marketplace

Competitive Analysis

Proposition: Focus on following registered investment firm portfolio managers (not retail signal providers) with real-time SMS/email alerts

Related Forum Discussions

Copy Trading Thoughts? suggested by Fi
7 replies 4 thanks
2 replies 2 thanks

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All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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