Hexaview
Curated by SignalWealth management software suite optimizing operations for financial advisors.
Overview
Hexaview is a fintech company that offers a wealth management software suite designed to integrate various tools for wealth managers and financial advisors. The platform features capabilities such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. The company targets businesses within the banking and financial services sectors, aiming to address the need for streamlined operations and personalized client engagement through secure data aggregation and compliance features. Additionally, Hexaview provides technology consulting services, with a focus on Salesforce and cloud solutions, to assist clients in optimizing their investment strategies and operational efficiency in a digital-first environment.
Key facts
- Founded
- 2010
- Headquarters
- East Brunswick, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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Contact
- Primary office
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- Phone
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