controlAction
Curated by SignalPortfolio management platform optimizing investments and taxes for wealth managers.
Overview
controlAction is a portfolio management platform tailored for wealth managers within the fintech sector. The platform incorporates advanced technologies such as artificial intelligence and machine learning to assist wealth managers in optimizing investment strategies and improving client outcomes. It offers functionalities for tracking investment performance, executing orders, managing income tax, and overseeing multiple portfolios concurrently. Additionally, it features real-time analytics and interactive charts to support decision-making processes, while APIs facilitate integration with custodians and trading platforms. This platform aims to address the challenges associated with investment and tax management, enabling wealth managers to provide personalized, data-informed advice to their clients.
Key facts
- Founded
- 2011
- Headquarters
- Brazil
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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