Financieelsysteem
Curated by SignalFinancial planning solutions enhancing client management and investment strategies.
Overview
Financieelsysteem is a company that offers solutions aimed at financial planners and advisors. The platform includes tools designed to assist with client management and investment strategies. Services provided encompass planning and budgeting, debt assistance, mortgage solutions, and wealth management. The platform incorporates predictive analytics for market forecasting, robo-advisory services, and digital dashboards that provide real-time insights into portfolios. Additionally, Financieelsysteem includes features for compliance management and supports data exchange through integrated APIs. The target audience for the platform consists of financial professionals and institutions, with a focus on addressing challenges in financial planning and management.
Key facts
- Founded
- 2021
- Headquarters
- Haarlem, Netherlands
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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