Hero360
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Hero360 is a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform combines customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning into a unified system. It employs artificial intelligence (AI) and machine learning for predictive analytics, which may assist users in optimizing investment strategies and delivering personalized advice through real-time data aggregation. The target audience includes para planners, outsourced companies, advisers, and Australian Financial Services Licensees (AFSLs). Hero360 seeks to meet the demand for an automated solution in wealth management. The platform includes compliance features and application programming interfaces (APIs) that support integration with external financial services, potentially enhancing operational efficiency and client engagement in a digital environment.
Key facts
- Founded
- 2009
- Headquarters
- Mulgrave, Australia
- 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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Contact
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- Phone
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