Compass Finserve
Curated by SignalFinancial planners' solutions enhancing client management and investment strategies.
Overview
Compass Finserve is a fintech company that offers a range of solutions designed for financial planners and advisors. The platform includes tools for predictive analytics to forecast market trends, robo-advisory services for investment advice, and digital dashboards that provide real-time insights into portfolios. It also features customizable financial planning software for detailed analysis of client financial health and secure client portals to support communication. The company emphasizes compliance management and provides integrated APIs to facilitate data exchange, catering to financial professionals aiming to enhance wealth management practices and provide transparent advice.
Key facts
- Founded
- 2017
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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