Ammonite Wealth
Curated by SignalCustomizable software solutions for financial advisers enhancing online engagement.
Overview
Ammonite Wealth is a company that develops software solutions aimed at financial planners and advisors. Its offerings are designed to improve online engagement and optimize client management processes. The company targets independent financial advisers and wealth managers, providing a range of tools that include financial adviser software, predictive analytics, and robo-advisory platforms. These tools support remote interactions between customers and advisers, allowing for the delivery of customized investment strategies and real-time insights into client portfolios. Ammonite Wealth also incorporates compliance management systems and secure client portals to address regulatory requirements and improve communication. The company's use of cloud and API technology is intended to adapt to changing customer needs in the financial advisory sector.
Key facts
- Founded
- 2018
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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