Ascensus
Curated by SignalFinancial planners' solutions enhancing client management and investment strategies.
About
Ascensus is a company that offers a range of solutions for financial planners and advisors, focusing on client management and investment strategies. The platform includes tools such as predictive analytics for market trend forecasting, robo-advisory services for investment advice, and digital dashboards for portfolio insights. It also features customizable financial planning software for analyzing client financial health and secure client portals for communication. Additionally, Ascensus provides compliance management systems to ensure regulatory adherence and integrated APIs for data exchange across financial services. This suite of offerings is designed to meet the needs of financial professionals in wealth management.
Key facts
- Founded
- 1980
- Headquarters
- Dresher, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
589 rolesProcess Lead, Defined Contribution - India
Chennai, Tamil Nadu, India · On-site · Volunteer
Participant Engagement Consultant
Philadelphia, PA · On-site · Contract
Relationship Manager
Dresher, PA · On-site · Part-time
