Investence
Curated by SignalClient communication solutions enhancing wealth managers' interactions with clients.
Overview
Investence is a fintech company that offers client communication solutions specifically designed for wealth managers. The platform includes a turnkey asset management program (TAMP) and various tools, such as an asset allocation module, policy adherence monitoring, benchmark comparison, and investment strategy merging. These features are intended to assist in portfolio management, enhance client engagement, and support informed decision-making. Investence targets financial advisors and aims to address the requirements for efficient portfolio management and effective communication. The company integrates technology and data-driven insights to assist advisors in developing client relationships and optimizing their services.
Key facts
- Founded
- 2016
- Headquarters
- London, United Kingdom
- 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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