Finantech
Curated by SignalPerformance reporting platform enabling wealth managers to analyze investments.
Overview
Finantech focuses on performance reporting for wealth managers through a platform that aggregates financial data from various accounts and asset classes. The solution is web-based and offers real-time insights into portfolio performance, asset allocation, and risk exposure, allowing wealth managers to evaluate investment strategies in relation to benchmarks and client objectives. The platform incorporates machine learning algorithms to predict future performance trends and provide strategic recommendations. Finantech aims to provide clear and reliable information to assist in decision-making within the wealth management sector. Additionally, the company offers client services and expertise in investments, operations, and programming to support wealth managers in enhancing client engagement and trust.
Key facts
- Founded
- 2014
- Headquarters
- Providencia, Chile
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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