Eyeballs Financial
Curated by SignalFinancial planning solutions offering real-time portfolio updates and insights.
Overview
Eyeballs Financial focuses on delivering solutions tailored for financial planners and advisors. The platform includes tools designed to assist in client management and investment strategies. It provides real-time updates on financial portfolios, allowing users to monitor their investments accurately. The platform also supports direct communication between clients and advisors, which may contribute to transparency and responsiveness. Features such as customizable FAQs and voice response capabilities are included to address inquiries related to financial statements. Additionally, the platform offers secure client portals and compliance management systems to help meet regulatory requirements, while integrated APIs facilitate data exchange among various financial services. Eyeballs Financial primarily serves individuals looking for effective financial management tools, aiming to simplify portfolio oversight and provide timely information.
Key facts
- Founded
- 2018
- Headquarters
- Newport Beach, 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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Contact
- Primary office
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