HighView Financial Group
Curated by SignalWealth management software suite optimizing investment strategies for affluent clients.
Overview
HighView Financial Group 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 support from artificial intelligence (AI) and machine learning for predictive analytics. The company targets entrepreneurs and affluent families, providing tailored wealth and asset management solutions while acting as fiduciaries for foundations. HighView emphasizes transparency, objectivity, and a goals-based approach to financial strategies. The software includes compliance features and application programming interfaces (APIs) for integration, with the objective of enhancing operational efficiency and client engagement in a digital environment.
Key facts
- Founded
- 2005
- Headquarters
- Oakville, Canada
- 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
- Primary office
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- Phone
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