atWORK
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
atWORK is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), practice management, and financial planning tools, which together form a comprehensive solution for the financial advisory sector. The software is designed for financial advisors and seeks to address issues related to client data management and operational efficiency. It utilizes artificial intelligence (AI) and machine learning to provide predictive analytics concerning market trends and client behavior, which may assist in developing personalized investment strategies. The company holds an ISO27001 certification, indicating a commitment to secure data handling practices. Additionally, the platform supports application programming interfaces (APIs) that allow for integration with external services, potentially improving client engagement and compliance in a digital environment.
Key facts
- Founded
- 1998
- Headquarters
- Pretoria, South Africa
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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