Fundshop
Curated by SignalDigital solutions for wealth management, enhancing advisor-client interactions.
Overview
Fundshop is a fintech company that focuses on digital solutions for wealth management, specifically aimed at financial planners and advisors. The platform includes various tools such as a simulation journey, compliance engine, and financial engineering engine, which are intended to assist in client management and the development of investment strategies. Fundshop integrates with existing systems to support asset managers, insurers, private banks, brokers, and individual investors in streamlining portfolio management, generating investment recommendations, and producing reports. The platform offers customizable solutions and secure client portals to facilitate communication and compliance management, addressing the challenges associated with wealth management. The company's stated mission is to provide advisors with technology that aims to enhance their services and improve client outcomes.
Key facts
- Founded
- 2013
- Headquarters
- Paris, France
- 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
- Primary office
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