ClearGlass
Curated by SignalWealth management software suite enhancing transparency and performance assessment.
Overview
ClearGlass is a company that 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. The company targets asset owners, particularly pension schemes, and focuses on addressing fee transparency issues within the asset management sector by providing detailed assessments of costs and performance. ClearGlass collects and standardizes data from asset managers, allowing clients to assess the value of their investments. Additionally, the platform includes compliance features and application programming interfaces (APIs) that support integration with external services, which may contribute to operational efficiency and informed decision-making.
Key facts
- Founded
- 2018
- Headquarters
- London, 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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Contact
- Primary office
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- Phone
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