Cascades Financial Solutions
Curated by SignalRetirement investment platform offering insights for financial advisors' strategies.
Overview
Cascades Financial Solutions operates in the retirement investment platforms segment, offering a retirement insights tool aimed at financial advisors and wealth managers. This platform allows for the development of personalized retirement plans, income projections, and tax-efficient strategies, which are intended to assist advisors in attracting qualified leads and improving client relationships. The platform incorporates advanced analytics and secure client interfaces, enabling wealth managers to manage retirement portfolios, including IRAs and 401(k)s. Additionally, the platform integrates with existing wealth management systems through APIs, supporting a comprehensive approach to retirement planning and potentially aiding advisors in increasing their assets under management.
Key facts
- Founded
- 2016
- Headquarters
- Ingersoll, Canada
- 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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- Commercial model
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Contact
- Primary office
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- Phone
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