BetaSmartz
Curated by SignalCustomizable robo-advisory platform enhancing investment management for financial institutions.
Overview
BetaSmartz operates in the fintech sector, focusing on white label robo-advisory solutions for financial institutions. The platform allows wealth managers to provide automated investment advisory services under their own brand, using algorithms to create and manage diversified portfolios tailored to client-specific risk profiles and financial goals. The company targets financial institutions to address the demand for digitized client acquisition processes and offers tools for automated investment management, data consolidation, and client engagement. BetaSmartz delivers customizable B2B2C applications and services that span front, middle, and back-office operations, aiming to enhance investment outcomes and operational efficiency for its clients.
Key facts
- Founded
- 2016
- Headquarters
- Sydney, Australia
- 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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Contact
- Primary office
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