Cashfy
Curated by SignalPortfolio management software streamlining financial operations for intellectual property professionals.
Overview
Cashfy offers portfolio management software aimed at professionals in the intellectual property sector. The platform includes tools for asset allocation, risk assessment, and performance analysis, which can assist in developing investment strategies. Features of the software include customizable service orders, commission organization, and invoice reconciliation, all within a secure interface. The platform automates trade execution and rebalancing processes, which may improve transparency and communication for users managing various portfolios. The software is designed to address challenges in financial operations management.
Key facts
- Founded
- 2019
- Headquarters
- Rio de Janeiro, Brazil
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Tags
Business model
- GTM channel
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Contact
- Primary office
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