Abacus Group
Curated by SignalWealth management software suite optimizing operations for financial advisors.
Overview
Abacus Group offers a wealth management software suite aimed at improving operations for wealth managers and financial advisors. The platform integrates CRM capabilities, portfolio management, performance reporting, and financial planning, incorporating AI and machine learning for predictive analytics. It is designed for alternative investment firms and addresses scalability, cybersecurity, and compliance requirements. Abacus Group manages the entire IT stack, allowing investment managers to focus on performance delivery. The platform includes APIs for integration with external services, which may enhance operational efficiency and client engagement in a digital-first environment, while addressing challenges specific to the financial services industry.
Key facts
- Founded
- 2008
- Headquarters
- New York City, United States
- 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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Contact
- Primary office
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- Phone
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Open roles
177 rolesTechnician, Site Services
Greenwich, CT · On-site · Internship
ITSM Coordinator
United States · On-site · Internship
Sr. Analyst, Enterprise Service Desk
Greater Tampa Bay Area · On-site · Internship
