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Futora

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Wealth management software suite streamlining investment processes for banks.

Overview

Futora is a company that offers a wealth management software suite aimed at improving the operations of 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 target market for Futora includes various types of banks, such as private, digital, and retail banks. The company provides technology and operational support to assist in the efficient creation of personalized structured investment products. Additionally, the platform is designed to ensure compliance with regulatory standards and offers back-office support, which may help banks streamline their investment processes and stand out in a competitive environment. Futora also facilitates real-time data aggregation and personalized advice to address the challenges associated with modern wealth management.

Key facts

Founded
2019
Headquarters
Tel Aviv, Israel

Business model

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About Futora

What does Futora do?

Futora is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors.

Where is Futora headquartered?

Futora is headquartered in Tel Aviv, Israel.

When was Futora founded?

Futora was founded in 2019.

Which sector is Futora in?

Futora operates in Wealth Technology, part of Financial Technology.

Who are Futora's competitors?

Companies similar to Futora include WeInvest, Platform One, and FinTron.