Finnate
Curated by SignalCloud-based portfolio management software enhancing financial services innovation.
Overview
Finnate is a cloud-based portfolio management software aimed at financial service firms. It facilitates the oversight and optimization of investment portfolios through tools for asset allocation, risk assessment, and performance analysis. The platform is designed for financial institutions and includes features such as real-time updates, pre-built reporting, and cross-departmental collaboration. Finnate also offers integration capabilities with platforms like Salesforce and Microsoft Dynamics CRM, as well as third-party connectors, to support operational efficiency. The software addresses the demand for innovation in financial services, assisting users in managing diverse portfolios and adapting to market changes.
Key facts
- Founded
- 2020
- Headquarters
- Singapore, Singapore
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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