Modern Wealth Management
Curated by SignalFinancial planners' solutions offering comprehensive wealth management and insights.
Overview
Modern Wealth Management focuses on delivering financial planning and advisory solutions designed for financial planners and advisors. The platform offers tools including predictive analytics, robo-advisory services, and customizable financial planning software, which aim to assist in client management and investment strategy development. Targeting financial advisors and their clients, Modern Wealth Management addresses various aspects of wealth management, including financial, tax, risk, estate, and investment planning. The platform provides real-time insights through digital dashboards and aims to ensure compliance with regulatory requirements, which may help users in making informed financial decisions and optimizing their operations.
Key facts
- Founded
- 1996
- Headquarters
- Lenexa, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 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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Open roles
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