CashCalc
Curated by SignalWealth management software suite streamlining financial planning for advisors.
Overview
CashCalc is a company that offers a wealth management software suite aimed at financial planners and advisors. The platform includes tools for cashflow planning, client engagement, and compliance, which are intended to improve operational efficiency. It targets financial planners by providing a system that aims to simplify the planning process and enhance client interactions. The software utilizes AI and machine learning to deliver predictive analytics related to market trends and client behavior, which may assist in providing personalized advice. Additionally, the platform features secure data aggregation and integration with external services to create a comprehensive view of client needs.
Key facts
- Founded
- 2014
- Headquarters
- United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 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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Open roles
2 rolesSenior Enterprise Sales Executive
Austin, TX · On-site · Full-time
Senior Enterprise Sales Executive
United States · On-site · Full-time
