Flowup
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Flowup is a wealth management software suite aimed at improving the operational efficiency of wealth managers and financial advisors. The platform combines various fintech tools, such as CRM capabilities, portfolio management, performance reporting, and financial planning, into a single system. It utilizes AI and machine learning to provide predictive analytics that assist in formulating investment strategies based on market trends and client behavior. The suite offers a comprehensive client view through secure, real-time data aggregation, which supports personalized advice while ensuring compliance with regulatory requirements. Flowup's APIs allow for integration with external financial services, which may benefit financial institutions looking to enhance client engagement and operational efficiency.
Key facts
- Founded
- 2015
- Headquarters
- Recife, Brazil
- 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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Contact
- Primary office
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