Advance Platform
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Advance Platform is a wealth management software suite aimed at improving the operational efficiency of wealth managers and financial advisors. The platform combines various fintech tools, such as CRM capabilities, portfolio management, performance reporting, and financial planning, into a unified system. It utilizes AI and machine learning for predictive analytics, which allows users to refine investment strategies based on market trends and client behavior. The platform includes secure data aggregation to provide a comprehensive view of clients, which can assist in delivering personalized advice. Additionally, it features compliance tools and APIs for integration with external services, catering to the requirements of advisers, wealth managers, and financial planners by offering a solution that includes a variety of investment options and automated processes.
Key facts
- Founded
- 2018
- Headquarters
- Bath, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 13 products and services
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- Commercial model
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Contact
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- Phone
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