i-Record Infotech Solutions
Curated by SignalPortfolio management software optimizing investment strategies for wealth managers.
Overview
i-Record Infotech Solutions focuses on portfolio management for wealth managers by offering software solutions that incorporate technology to support investment strategies and client outcomes. The platform employs artificial intelligence and machine learning to analyze market data, evaluate risk, and identify investment opportunities, enabling wealth managers to tailor portfolios to individual client profiles. It provides real-time analytics that offer insights into asset allocation and performance metrics, which can assist in compliance and dynamic rebalancing. The software integrates with custodians and trading platforms via APIs, aiming to provide a comprehensive overview of client assets. This approach seeks to address the challenges associated with portfolio management and transaction tracking for investors and traders.
Key facts
- Founded
- 2005
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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Open roles
4 rolesSales Executive
Borivali, Maharashtra, India · On-site · Volunteer
Senior Accountant
Mumbai Metropolitan Region · On-site · Volunteer
Data Onboarding Specialist
Mumbai Metropolitan Region · On-site · Volunteer
