EnvestBoard
Curated by SignalPortfolio management platform optimizing mutual fund advice for wealth managers.
Overview
EnvestBoard is a portfolio management platform aimed at wealth managers within the fintech sector. The platform incorporates technology such as artificial intelligence and machine learning to assist in investment strategy optimization and client outcomes. It offers tools for constructing mutual fund advice, sales, and tracking, serving a range of clients including family offices, financial advisors, and wealth management professionals. EnvestBoard provides real-time analytics and automated reporting to help manage asset allocation and compliance, allowing wealth managers to deliver personalized, data-driven advice. The platform includes features for dynamic rebalancing and risk assessment.
Key facts
- Founded
- 2019
- Headquarters
- Paris, France
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
