FlexFunds
Curated by SignalWealth management software suite streamlining operations for asset managers globally.
Overview
FlexFunds is a company that offers a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. FlexFunds targets asset managers on a global scale and provides services including fund accounting, corporate administration, and support for the launch of exchange-traded products. The platform emphasizes secure, real-time data aggregation and compliance features to address the complexities associated with managing alternative assets, including private equity and real estate funds. The technology platform is supported by a team with experience in the field.
Key facts
- Founded
- 2011
- Headquarters
- Miami, United States
- 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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- Commercial model
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Contact
- Primary office
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Open roles
1 roleGWM Analyst, Account & Transaction Management
Greater Buenos Aires · Hybrid · Full-time
