Finhorizon
Curated by SignalWealth management software suite delivering investment insights and advisory services.
Overview
Finhorizon is a company that offers a wealth management software suite designed to support the operations of wealth managers and financial advisors. The platform integrates various fintech tools, including customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning functionalities. It employs artificial intelligence (AI) and machine learning to provide predictive analytics related to market trends and client behavior, which may assist in optimizing investment strategies. The software facilitates secure, real-time data aggregation to create a comprehensive view of clients, which can enable personalized advisory services. Additionally, it includes compliance features and application programming interfaces (APIs) for integration with external financial services, aiming to provide reliable investment information and risk-return forecasts for financial professionals.
Key facts
- Founded
- 2014
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Phone
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