AdvisorTouch
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
AdvisorTouch is a wealth management software suite aimed at improving the operations of financial planning firms and wealth managers. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning tools, which are enhanced by artificial intelligence (AI) and machine learning for predictive analytics. AdvisorTouch offers secure, real-time data aggregation to provide a comprehensive view of clients, which may assist in delivering personalized advice and optimizing investment strategies. The platform includes compliance features to support adherence to regulations and provides application programming interfaces (APIs) for integration with external financial services. AdvisorTouch is designed for financial planning firms and offers workflows, training, and resources to support growth and scalability, with the aim of improving operational efficiency and client engagement.
Key facts
- Founded
- 2009
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
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- Phone
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