360 One
Curated by SignalWealth management software suite delivering personalized solutions for clients.
Overview
360 One is a company that offers a wealth management software suite intended to support the operations of wealth managers and financial advisors. The platform integrates various functionalities, including customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with the incorporation of artificial intelligence (AI) and machine learning for predictive analytics. The company targets high net worth and ultra-high net worth families, providing customized solutions across multiple asset classes, with an emphasis on long-term performance and risk-adjusted returns. The platform includes features for secure data aggregation and compliance, which aim to provide a comprehensive view of clients and ensure adherence to regulatory requirements. The company focuses on addressing client needs and utilizes extensive research to offer specialized wealth and asset management solutions.
Key facts
- Founded
- 2008
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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