Fiera Capital
Curated by SignalWealth management software suite offering customized multi-asset solutions globally.
Overview
Fiera Capital offers a wealth management software suite that integrates various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, all within a single system. It incorporates artificial intelligence (AI) and machine learning to provide predictive analytics related to market trends and client behavior, which may assist in developing investment strategies. The software facilitates secure, real-time data aggregation to create a comprehensive view of clients, which can support personalized advice while adhering to compliance requirements. The company targets institutional clients, financial intermediaries, and private wealth clients, and highlights sustainability and environmental, social, and governance (ESG) integration in its multi-asset solutions.
Key facts
- Founded
- 2003
- Headquarters
- Montreal, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 11 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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Open roles
180 rolesGestionnaire de portefeuille, Gestion privée
Montreal, Quebec, Canada · On-site · Volunteer
Associate, Compensation (12 to 15-month contract)
Montreal, Quebec, Canada · On-site · Volunteer
Associé(e), Rémunération (Contrat de 12 à 15 mois)
Montreal, Quebec, Canada · On-site · Volunteer
