Balansify
Curated by SignalPortfolio management platform streamlining financial account management for wealth managers.
Overview
Balansify is a portfolio management platform aimed at wealth managers. It integrates technology to support investment strategies and client outcomes. The platform includes features for portfolio overview, fund portfolio comparison, and automates financial tasks such as interest and loan amortization. It also offers tools for tracking income and expenses, as well as savings forecasts and goals. Balansify utilizes artificial intelligence and machine learning to assist wealth managers in analyzing market data, assessing risk, and customizing portfolios for individual clients. Additionally, the platform provides API connectivity with custodians and trading platforms to facilitate the management of multiple financial accounts.
Key facts
- Founded
- 2021
- Headquarters
- Stockholm, Sweden
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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