folioPilot
Curated by SignalRobo-advisory platform enhancing wealth managers' investment management capabilities.
Overview
folioPilot is a fintech company that offers robo-advisory services specifically designed for wealth managers. The platform employs algorithms to provide automated investment advice and manage portfolios, which may assist wealth managers in improving their service capabilities. folioPilot integrates with existing systems to help financial advisors meet client investment objectives while adhering to regulatory requirements. The platform includes tools for market analysis, predictive forecasting, and performance tracking, which can aid advisors in making informed investment decisions. By focusing on wealth managers, folioPilot aims to address the demand for efficient asset management solutions, potentially allowing for better allocation of time and access to advanced investment products.
Key facts
- Founded
- 2016
- Headquarters
- Edina, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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