Decision Fish
Curated by SignalFinancial planners' solutions offering tools for informed decision-making.
Overview
Decision Fish is a fintech company that focuses on providing financial planners and advisors with a range of tools intended to assist in client management and investment strategy development. The platform includes predictive analytics for forecasting market trends, robo-advisory services for investment advice, and digital dashboards that offer real-time insights into portfolios. It also features customizable financial planning software for detailed analysis of client financial health, along with secure client portals that enable communication. Compliance management systems are included to help ensure adherence to regulatory standards, and integrated APIs facilitate data exchange across different financial services. The tools offered by Decision Fish aim to support financial professionals and their clients in making informed financial decisions.
Key facts
- Founded
- 2016
- Headquarters
- New York City, United States
- 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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- Commercial model
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Contact
- Primary office
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