Fintree
Curated by SignalPortfolio management software optimizing investments for financial service firms.
Overview
Fintree is a portfolio management software aimed at financial service firms, allowing them to manage and optimize investment portfolios. The platform includes tools for asset allocation, risk assessment, and performance analysis, which can assist in developing customized investment strategies for clients. It targets family offices, multi-family offices, banks, and financial institutions, and integrates market data and analytics to support decision-making. Key features include connectivity with major banks, customized reporting, and management of alternative assets, addressing various challenges in investment management. The software aims to provide relevant information to help users respond to market changes and meet financial goals.
Key facts
- Founded
- 2012
- Headquarters
- Vitacura, Chile
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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