Cogendi
Curated by SignalPortfolio management platform delivering customized dashboards and reporting solutions.
Overview
Cogendi focuses on portfolio management solutions designed for wealth managers in the fintech industry. The platform incorporates technology such as artificial intelligence and machine learning to support investment strategies and client outcomes. It offers customized dashboards and reports to meet the analytical and reporting requirements of family offices, multi-family offices, asset managers, and institutions. The platform's integration of real-time analytics assists wealth managers in optimizing asset allocation and performance metrics while adhering to regulatory standards. Additionally, Cogendi facilitates API connections with custodians and trading platforms, providing a comprehensive overview of client assets and enabling data-driven investment advice.
Key facts
- Founded
- 2000
- Headquarters
- Puteaux, France
- 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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Contact
- Primary office
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- Phone
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