Infovesta
Curated by SignalWealth management software suite optimizing investment strategies and client engagement.
Overview
Infovesta is a company that offers a wealth management software suite designed to integrate various fintech tools aimed at improving the operations of 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. Infovesta addresses the demand for technology-driven investment solutions in the capital markets, providing secure data aggregation and compliance functionalities. Its primary audience consists of financial institutions and advisors who aim to enhance investment strategies and client engagement. The services offered include strategic asset allocation planning and market research, which assist users in making informed decisions within a complex financial environment.
Key facts
- Founded
- 2005
- Headquarters
- West Jakarta, Indonesia
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
