Advision360
Curated by SignalWealth management software suite optimizing financial advisory operations and client engagement.
Overview
Advision360 is a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all integrated into a single system. It is designed for financial professionals focused on quality, addressing issues related to customer acquisition and consultation. The platform utilizes artificial intelligence (AI) and machine learning for predictive analytics to enhance investment strategies and provide a comprehensive view of client data. Additionally, it features compliance tools and API integrations intended to improve operational efficiency within the financial advisory sector.
Key facts
- Founded
- 2020
- Headquarters
- Cologne, Germany
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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