iWealth
Curated by SignalFinancial planning platform offering personalized strategies for wealth growth.
Overview
iWealth is a fintech company that focuses on providing solutions for financial planners and advisors. The platform includes tools designed to assist in client management and investment strategies. Features of the platform include predictive analytics for market trend forecasting, robo-advisory services for investment advice, and digital dashboards that provide real-time insights into portfolios. iWealth offers customizable financial planning software for detailed analysis of client financial health, along with secure client portals that support communication. Additionally, the platform incorporates compliance management systems to help ensure adherence to regulations and integrated APIs for data exchange across financial services. The company targets individuals interested in achieving financial freedom and aims to address the challenges associated with wealth growth assessment by offering personalized plans and professional support.
Key facts
- Founded
- 2000
- Headquarters
- Petaling Jaya, Malaysia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
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- Phone
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