Four Eyes Financial
Curated by SignalWealth management software suite enhancing compliance and client engagement.
Overview
Four Eyes Financial offers a wealth management software suite aimed at improving operations 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. The suite is designed for wealth management firms and includes tools for regulatory compliance, such as surveillance and suitability software, as well as a digital platform for account openings. The software provides secure, real-time data aggregation and compliance features, which may assist in delivering personalized client advice and improving operational efficiency. The company's mission emphasizes enhancing know your customer (KYC) and know your product (KYP) suitability, as well as strengthening advisor-client relationships to potentially increase operational capacity.
Key facts
- Founded
- 2015
- Headquarters
- Saint John, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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Open roles
3 rolesFull Stack Developer
Saint John, New Brunswick, Canada · On-site · Volunteer
Full Stack Developer
Moncton, New Brunswick, Canada · On-site · Volunteer
Senior Full Stack Developer
Saint John, NB · Hybrid · Full-time
