Life Personal Finance
Curated by SignalFinancial planning solutions empowering individuals and families to achieve goals.
Overview
Life Personal Finance focuses on providing financial planners and advisors with a range of tools designed to improve client management and investment strategy development. Their services include personal and family financial planning, as well as the Life Educação Financeira™ web-based system for financial education. The company aims to address the limited access to personalized financial planning services for individuals and families. They utilize the Pergunte ao Planejador method to support clients in reaching their financial objectives. Additionally, their Lifecash™ system is accessible on various devices and promotes goal-oriented planning. The company also offers secure client portals and compliance management systems to facilitate communication and ensure adherence to regulatory requirements.
Key facts
- Founded
- 2007
- Headquarters
- Campinas, Brazil
- 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
- Primary office
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- Phone
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