Fin-Soft Solutions
Curated by SignalPortfolio management software optimizing investment strategies for wealth managers.
Overview
Fin-Soft Solutions is a company that develops portfolio management software aimed at wealth managers. The software incorporates technology such as artificial intelligence and machine learning to analyze market data, evaluate risk, and identify investment opportunities. This allows wealth managers to tailor portfolios to meet the specific needs of individual clients. The company's key products include Wealth Track Auto, AMFI Web, and an online transaction platform for mutual funds, which are designed for use by banks, investment advisors, brokers, and small to medium-sized enterprises (SMEs). The platform offers real-time analytics and supports API integration with custodians and trading platforms, which facilitates personalized financial advice based on data analysis.
Key facts
- Founded
- 1999
- Headquarters
- Sandweiler, Luxembourg
- 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
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
