Clarity Wealth Management
Curated by SignalWealth management software suite delivering personalized financial advice and strategies.
Overview
Clarity Wealth Management offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It serves individuals, families, and commercial brands by providing personalized financial advice, strategies, and ongoing portfolio management. The platform includes secure data aggregation and compliance features to provide a comprehensive view of client needs and allows integration with external financial services.
Key facts
- Founded
- 2012
- Headquarters
- Plymouth, 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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