Fund Manager
Curated by SignalPortfolio management software optimizing investment strategies for wealth managers.
Overview
Fund Manager is a company that focuses on portfolio management software intended for wealth managers and individual investors. The platform incorporates technology such as artificial intelligence and machine learning to assist in optimizing investment strategies and improving client outcomes. It offers multiple versions designed for personal, professional, and advisory purposes, enabling users to monitor and manage a variety of investments, including stocks, funds, and bonds. Fund Manager aims to simplify portfolio management by including features like capital gain calculations, tax support, and adherence to regulatory standards. Additionally, its API capabilities allow for integration with custodians and trading platforms, providing a comprehensive overview of client assets and supporting data-driven decision-making.
Key facts
- Founded
- 2015
- Headquarters
- Chandler, United States
- 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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- Commercial model
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Contact
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- Phone
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