AIT Consulting
Curated by SignalFinancial solutions optimizing OneStream for planners and advisors.
Overview
AIT Consulting focuses on providing solutions for financial planners and advisors, with an emphasis on optimizing the OneStream financial platform. The company offers services that include implementation, support, remediation, and proprietary solutions, which are intended to enhance financial data analysis capabilities for organizations. AIT Consulting utilizes tools such as predictive analytics, robo-advisory platforms, and customizable financial planning software to address challenges related to client management and investment strategy formulation. The company's objective is to enhance the effectiveness of the OneStream platform, ensuring compliance and facilitating efficient data exchange through integrated APIs. AIT Consulting's expertise and collaborative approach are aimed at assisting financial professionals in improving their wealth management practices.
Key facts
- Founded
- 2018
- Headquarters
- Houston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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