ALLINDEX
Curated by SignalFinancial planning platform enabling personalized portfolio creation and optimization.
Overview
ALLINDEX is a fintech company that offers financial planning solutions for individuals through a white-labelled platform. This platform supports portfolio creation, customization, optimization, and backtesting. It aggregates financial data to provide users with a comprehensive view of their financial health, allowing for the development of personalized financial plans aligned with individual goals. Notable features of the platform include an AI-based stock search, a Python editor workspace for creating trading strategies, and tools for ESG considerations, tax-loss harvesting, thematic investments, and risk optimization. The company targets turnkey asset management providers, external asset managers, and brokers, aiming to assist users in making informed financial decisions and managing personal finance complexities.
Key facts
- Founded
- 2018
- Headquarters
- Zurich, Switzerland
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 1 product or service
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
