Easyfe
Curated by SignalWealth data aggregation platform enabling comprehensive financial analysis for managers.
Overview
Easyfe is a wealth data aggregation platform that assists wealth managers in consolidating financial data from multiple sources into a single view. The platform integrates information from bank accounts, investment portfolios, real estate holdings, and other assets, allowing for a comprehensive analysis of clients' financial situations. It includes analytics and visualization tools that offer insights into asset distribution, performance, and risk exposure, which can aid in decision-making. Easyfe targets both wealth managers and individual investors, providing software that emphasizes security and compliance, accessible through a website demo and mobile app. The platform also focuses on data integrity and privacy, addressing common challenges in wealth management.
Key facts
- Founded
- 2009
- Headquarters
- Surat, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
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- Phone
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