Advisor Controls
Curated by SignalPortfolio management platform enhancing lead generation and planning for advisors.
Overview
Advisor Controls is a portfolio management platform aimed at wealth managers within the fintech sector. The platform incorporates technology such as artificial intelligence and machine learning to assist wealth managers in refining investment strategies and improving client outcomes. It offers functionalities for social security lead generation, retirement planning, estate planning, business succession planning, and cash flow analysis. Advisor Controls targets financial advisors and operates on a subscription-based model with multiple packages, which provide access to customized lead generation tools and planning resources. The platform seeks to address issues related to lead generation and planning, enabling advisors to offer data-driven advice to their clients.
Key facts
- Founded
- 2018
- Headquarters
- Charlotte, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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