AM Wise Finserv
Curated by SignalRetirement investment platform offering goal-based financial planning tools.
Overview
AM Wise Finserv operates in the retirement investment platforms segment, offering tools for wealth managers to create retirement strategies for their clients. The platform supports the management of retirement portfolios, including Individual Retirement Accounts (IRAs) and 401(k) plans, and includes features such as automated rebalancing, tax optimization, and risk assessment. It utilizes advanced analytics to assist in personalized retirement planning, taking into account individual financial goals and market conditions. The company caters to clients interested in goal-based investments, asset allocation, and portfolio rebalancing, and also provides mutual funds, insurance, and taxation services. By integrating application programming interfaces (APIs) with existing wealth management systems, AM Wise Finserv aims to improve the retirement planning process, allowing for transparent tracking of savings progress and investment adjustments.
Key facts
- Founded
- 2022
- Headquarters
- Faridabad, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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