Capital Platforms
Curated by SignalPortfolio management platform delivering bespoke investment solutions for advisers.
Overview
Capital Platforms operates in the fintech sector, specializing in portfolio management solutions designed for wealth managers. The platform incorporates technology such as artificial intelligence and machine learning to support investment strategies and client outcomes. It offers real-time analytics and a comprehensive overview of client assets, allowing wealth managers to tailor portfolios to meet individual client profiles and objectives. The platform includes a variety of investment products, such as mutual funds, structured products, ETFs, and equities, and facilitates online trading while providing necessary valuations and updates. Aimed at financial advisers worldwide, Capital Platforms seeks to fulfill the demand for an investment management tool that streamlines portfolio management and aims to improve client satisfaction.
Key facts
- Founded
- 2012
- Headquarters
- Kuala Lumpur, Malaysia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 13 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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