EWM Global
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
EWM Global offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, such as CRM functionalities, portfolio management, performance reporting, and financial planning, with enhancements from AI and machine learning for predictive analytics. The company targets private capital firms, asset management, and insurance companies, focusing on addressing inefficiencies in manual administration related to incentive and retention award plans. By digitizing processes and providing real-time data aggregation, the platform facilitates personalized client advice and compliance. The company highlights transparency through live compensation data and emphasizes maximizing ROI and operational efficiency.
Key facts
- Founded
- 2001
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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