Inveztly
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Inveztly is 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 enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It targets private bankers, asset managers, and financial institutions, focusing on the need for improved compliance and operational efficiency. The platform offers secure, real-time data aggregation and compliance features, which support personalized client advice and investment strategy optimization. Inveztly also provides application programming interfaces (APIs) for integration with external financial services, positioning itself as a comprehensive option within the wealth management industry.
Key facts
- Founded
- 2023
- Headquarters
- Stockholm, Sweden
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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