Finatra
Curated by SignalFinancial planning solutions enhancing client management and investment strategies.
Overview
Finatra is a company that focuses on providing solutions tailored for financial planners and advisors. It offers a variety of tools aimed at improving client management and the development of investment strategies. The platform includes products such as financial analysis tools, personalized financial and retirement planning dashboards, and various informational services. Finatra targets financial professionals and seeks to address issues related to financial literacy by encouraging informed decision-making among individuals. Its product offerings encompass predictive analytics, robo-advisory platforms, and secure client portals, which are intended to facilitate communication and ensure compliance. Additionally, Finatra integrates APIs to enable efficient data exchange, thereby supporting wealth management practices and assisting users in navigating complex financial environments.
Key facts
- Founded
- 2015
- Headquarters
- Passau, Germany
- 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
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- Phone
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