Finalyst
Curated by SignalClient communication solutions enhancing wealth managers' interactions with clients.
Overview
Finalyst offers communication solutions designed for wealth managers, focusing on secure messaging, video conferencing, and collaborative financial planning tools. The platform includes integrated client portals that provide access to real-time portfolio performance, financial documents, and personalized insights. It aims to support financial planners in delivering clear and actionable advice, enabling them to assess clients' financial health and develop long-term relationships. The product suite features tools for retirement projections, tax optimization, and risk assessment, which aim to simplify financial processes. Additionally, a mobile app is available to facilitate client engagement in financial planning.
Key facts
- Founded
- 2021
- Headquarters
- Bandar Baru Bangi, Malaysia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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Open roles
1 roleBusiness Development Manager for Financial Planning App: Finalyst
Greater Kuala Lumpur · Hybrid · Full-time
