Maxomsoft
Curated by SignalRisk and compliance management platform for wealth managers and advisors.
Overview
Maxomsoft focuses on risk and compliance management solutions designed for wealth managers, specifically addressing regulatory adherence and risk assessment challenges. Their main product, PlanVIE, is intended for financial advisors and aims to facilitate financial analysis, retirement planning, and protection needs. The company incorporates artificial intelligence and blockchain technology to enhance compliance monitoring and secure client data. The platform includes advanced analytics tools that offer insights into market trends and client behaviors, which may assist advisors in formulating customized risk management strategies. Maxomsoft targets financial advisors with the objective of improving client management and service delivery while maintaining operational efficiency and regulatory compliance.
Key facts
- Founded
- 2019
- Headquarters
- Laval, Canada
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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