All You Need to Know About Investment Platforms

It’s important to find an investment platform that you find easy to follow and can keep track of all of your investments in one place. This guide has been made to give you the tools you might need to make the most out of your investment, through the form of knowledge. There are a lot of ways that you can manage your investment and keep track of it, which is why you might want to weigh out your options. Not only can investing help you create a nest egg for the future that will grow over time, but you can also use it for more substantial investments if the opportunity presents itself. 

There are a lot of things to consider in regard to managing your investment effectively. These include customer service, investment platforms, accessibility, and the role of profile-building features. Whether you are new to the world of investing, or if you have more experience, this guide will help you figure out what you want to prioritize when choosing an investment platform. We will also answer some questions about investments, and why you should consider changing your investment platform in order to build up a portfolio. 

Why should I place investments?

Investing some of your regular income into the stock market should be something that comes over time, that can be slowly built up as your financial security does, too. Avoid putting too much money into investments too early, because it’s more important that you can support yourself and pay your bills on time. However, allowing the time for fluctuations within the stock market can help your investment grow, regardless of how small the starting amount is. 

When compared to opening up a savings account, investments can be a great way to see your money grow and can act as a nest egg. Being able to have the reassurance that you have something to fall back on can allow you to feel confident making more significant financial decisions. These include being able to work towards long-term goals such as a mortgage. If you want to put your savings in a place where it will increase in value over a time period that is much more rapid than any savings account’s interest rates, then you should consider researching which platform would be best for you and your investment needs.

What is an investment platform?

An investment platform can be defined as a way to buy, sell, and exchange stocks and shares within a single online service. There has been a great deal of debate recently about which online platform is superior, and you should check out the DiversyFund versus Fundrise comparison for more detail. However, there are pros and cons to each platform, and it is important to use one that appeals to you and that suits your investment needs. Some provide more support to individual clients than others, whereas others help you to create an investment portfolio that can be regularly updated and accessed to keep the details of your investment history in one place. There are a lot of different platforms nowadays, so it is worth doing your own research and comparing your choices. Make sure that you prioritize your investment and other factors that are important to you, such as accessibility or convenience. 

How can I find a good investment platform?

It is recommended that you shop around when you are looking for a good investment platform, and try to use one that works for you. Try to think carefully about your investment goals, and whether you want to increase the amount you put in. Depending on your long-term goals and current financial situation, the definition of a good investment platform varies from person to person. 

There are some investment platforms that can be used on smartphone apps, which some people enjoy. They usually like setting alerts and reminders so that they don’t miss a chance to check their investment and how it is mapping with the current state of the stock market. Others prefer a more personal touch, so will try to find an online investment platform that has a very highly rated customer service experience. This can allow them to feel reassured, and like they can do what is right for them in their investment journey. 

What risks are associated with investment platforms? 

Something that can be a downfall for the online world is how easy it can be to access someone’s personal information. Scammers work hard to create false platforms that someone might use to gain your personal information or account details. Try to use online investment platforms that are highly recommended and frequently used, as it is more likely that they will have more secure payment options, and will therefore be more legitimate. Personal information is often pretty easy to find online, so it is worth setting up some internet security and taking measures to protect yourself and your investment.

Of course, there is a risk that comes with making an investment in the first place. Less reliable sources don’t necessarily guarantee that you will get your money back, and it is worth checking the stock market frequently to see how likely you are to lose some money. Investment platforms can help guide you through the entire process, and create a portfolio that is very useful for future investments. 

What is a portfolio?

A portfolio works in a similar way to a resume, and it can be a highly valuable way to create a profile for yourself as a reliable investor who knows what they are doing. Creating a portfolio is more important for those who are wanting to pursue a career within the world of financial services because it can be a useful tool. Potential recruiters will be able to track your investment journey and see how your skill has progressed over time, as well as the total invested. Try to be as open as possible, and include any major losses because it shows how you have learned from it and bounced back. 

Any good investment platform will be designed to allow a portfolio to be created. It is easy to build one over time, but it could be worth sticking with a particular online platform so that you can easily build your portfolio with them, and be able to access your investment details whenever you want. A portfolio can also be useful for money-borrowing agencies and securing more significant purchases. Mortgages or loan programs will often need proof of some kind of security if you are unable to repay the amount borrowed. Your investment portfolio can show them the entire value of your assets in one place. Portfolios, therefore, hold the potential to open new doors for your financial future, as they can allow you to apply for larger loans that are more flexible with their repayment periods. 


To summarize, there are a lot of different things to consider when it comes to managing investments and how you want to build a portfolio. Try to do your own research and use an online management platform that works for you and allows you to prioritize your investments. Whether you want to build your investments over time, or if you want a better customer service experience, it is worth comparing some investment platform options to see what would work best for you. Some people enjoy being able to track their investments when the stock market changes and set up regular reminders or alerts for this using the apps within their chosen investment platform. Remember to stay safe online and focus on what’s important to you. 

Posted by Dragan Sutevski

Dragan Sutevski is a founder and CEO of Sutevski Consulting, creating business excellence through innovative thinking. Get more from Dragan on Twitter. Contact Dragan