Kwiper
Curated by SignalPortfolio management platform optimizing investment strategies for wealth managers.
Overview
Kwiper is a portfolio management platform aimed at wealth managers within the fintech sector. The platform incorporates advanced technologies such as artificial intelligence and machine learning to assist wealth managers in refining investment strategies and improving client outcomes. It offers features including personalized assessments, thematic diagnostics, and indicators related to assets and tax rates, as well as detailed reports and visual recommendations. Kwiper is designed for professionals in the legal and financial sectors, focusing on the efficient generation of diagnostics, simulations, and financial planning strategies. Additionally, its API capabilities allow for integration with custodians and trading platforms, providing a comprehensive view of client assets and ensuring adherence to regulatory standards.
Key facts
- Founded
- 2018
- Headquarters
- Lyon, France
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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