FamilyWealth
Curated by SignalWealth management software suite offering personalized financial services and tools.
Overview
FamilyWealth is a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, and financial planning, utilizing artificial intelligence (AI) and machine learning for predictive analytics. It serves both individual and corporate clients, focusing on personalized financial services that include retirement plan consulting, individualized financial plans, and asset management solutions. FamilyWealth offers secure, real-time data aggregation and compliance features to assist advisors in providing tailored advice while maintaining regulatory compliance. Additionally, the platform includes digital account management and Concierge Service Representatives to support client engagement and operational efficiency.
Key facts
- Founded
- 2019
- Headquarters
- Dallas, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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Contact
- Primary office
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- Phone
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