Kodin
Curated by SignalTrade life cycle management platform streamlining workflows for financial advisors.
Overview
Kodin focuses on trade life cycle management and offers a suite of tools intended for financial advisors. The platform includes features such as customer relationship management (CRM), know your customer (KYC) processes, risk assessments, fact finds, illustrations, and suitability reports. These tools aim to facilitate the management of workflows and client interactions. Kodin seeks to automate processes to reduce manual intervention, which may help in the preparation of suitability reports, potentially saving time and lowering costs for financial advisors. The platform is designed to integrate with existing market infrastructures and regulatory frameworks, which may contribute to operational efficiency and compliance. Kodin targets financial advisors and offers a free trial for users to evaluate the platform's features without any commitment.
Key facts
- Founded
- 2018
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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