Adroit
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Adroit is a wealth management software suite designed to integrate various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform encompasses customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all within a single system. It employs artificial intelligence (AI) and machine learning to provide predictive analytics that may assist in informing investment strategies and enhancing client engagement. The suite includes secure, real-time data aggregation to create a comprehensive view of clients and offers compliance tools to support regulatory adherence. Adroit is targeted at accredited investors and wealth managers, addressing conventional wealth management challenges by offering personalized digital private banking services and solutions such as pulse.ai for portfolio consolidation.
Key facts
- Founded
- 2021
- Headquarters
- Singapore, Singapore
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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