AdviceObjects
Curated by SignalWealth management software suite streamlining financial advice delivery and operations.
Overview
AdviceObjects is a company that offers a wealth management software suite intended to support the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all within a single system. The target audience for AdviceObjects includes wealth advisory businesses, and the software provides solutions for client agreements, risk profiling, and ongoing client engagement, among other features. The platform utilizes artificial intelligence (AI) and machine learning for predictive analytics, which aims to provide a comprehensive view of client data. Additionally, AdviceObjects emphasizes compliance and security, with the goal of streamlining the delivery of financial advice in a digital-first environment, thereby facilitating scalability and operational efficiency.
Key facts
- Founded
- 2020
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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Contact
- Primary office
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Open roles
1 roleAngular Developer
Hyderabad, Telangana, India · On-site · Volunteer
