GoWealthPro
Curated by SignalWealth management software suite streamlining financial planning for advisors.
Overview
GoWealthPro is a wealth management software suite aimed at supporting the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all within a single system. It utilizes artificial intelligence (AI) and machine learning to offer predictive analytics that may assist in optimizing investment strategies. The software provides secure, real-time data aggregation to create a comprehensive view of clients, which can enable personalized advice while ensuring compliance with regulatory requirements. GoWealthPro is designed for financial advisors and seeks to address the demand for effective financial planning and client engagement.
Key facts
- Founded
- 2015
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
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- Phone
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