Feature Features—The Series

If we could use one word to describe our hope for the Urvin platform, it would be “friendly.” 

• User-friendly 

• Investor-friendly

• Data-friendly 

What can we say? We just like people. 

And that’s exactly why we want you to have an intuitive platform at your fingertips, one that connects the dots between your investments and your ambitions, between your communities, and your quest to learn more. 

Over the next few weeks, we’ll be rolling out a series of features offering a closer look at each of the Urvin platform’s unique features. We’re calling our new series Feature Features. 

(We tossed around a few better series titles, but…well…here we are.)

Our goal, as always, is to keep things super friendly and super informative by giving you the lowdown on each platform feature:

• What it is; 

• How it works; 

• What you can do with it; and 

• What makes it so cool.

Think of this as the user’s manual for your Urvin vehicle. Now let's hit the road. 

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Connect Portfolio Component

What it Is

The fastest way to connect your assets to the Urvin Platform.

Where It Is

The top right hand side of your Hub, just below the Market Component.

How It Works

Urvin Finance uses SnapTrade to connect to your financial institutions. Just click “Connect Portfolio” to import your brokerage accounts and crypto wallets right on the Urvin platform.

*Your data belongs to you: SnapTrade doesn't sell personal info, and will only use it with your permission.

**Your password is safe: Your login details are secure with your institution. Connecting your account does not allow Urvin Finance to see your login information.

What You Can Do With It

Automatically connect to any listed brokerage accounts.

Automatically connect to your crypto wallets.

Gain access to personalized data feeds, news, and verified communities based on the tickers in your portfolio.

*To manually enter assets from institutions not listed by SnapTrade, click “+ Create Portfolio” in the Self Reported section of the Portfolio Component. You can find the Portfolio Component in the center of your Hub, directly to the left of the Connect Portfolio Component.

Why It’s So Cool

In just a few easy clicks, you can bring your personal Portfolio directly into an ecosystem rich with complimentary data, information, news and education. In other words, see your Portfolio in the broader context of our markets, along with everything you need to better understand what’s happening in these markets, in real time.

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You can do a lot with My Hub, and all of it can be personalized based on your preferences and priorities. 

That’s why the best way to learn is to begin exploring. We hope you find the platform fun, informative, and ultimately, empowering.

Use our Feedback form if you’ve got questions or comments.

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