CalcuTrack
Curated by SignalWealth data aggregation platform offering insights for financial management.
Overview
CalcuTrack is a wealth data aggregation platform that assists wealth managers in consolidating financial data from multiple sources into a single view. The platform integrates data from bank accounts, investment portfolios, real estate holdings, and other assets, allowing for a comprehensive analysis of a client's financial situation. It includes analytics and visualization tools that provide insights into asset distribution, performance, and risk exposure, which can aid in decision-making. The platform is aimed at wealth managers and addresses the complexities of wealth management by offering features such as cash flow tracking and long-term asset and liability insights. CalcuTrack emphasizes data integrity and privacy through secure cloud-based hosting.
Key facts
- Founded
- 2018
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
