Modular Finance
Curated by SignalPerformance reporting platform delivering insights for wealth managers' investments.
Overview
Modular Finance focuses on performance reporting for wealth managers, using digital tools to analyze and present investment performance data. The platform aggregates financial data from various accounts and asset classes, providing insights into portfolio returns, asset allocation, and risk exposure in real-time. Aimed at wealth managers, the platform facilitates client engagement through secure communication and customizable reporting options. The company employs machine learning algorithms to forecast future performance trends and offers strategic recommendations. Additionally, Modular Finance maintains a comprehensive ownership database for listed companies in the Nordic region and provides analysis tools that emphasize data quality.
Key facts
- Founded
- 2013
- Headquarters
- Stockholm, Sweden
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 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
7 rolesJunior Customer Success Manager
Stockholm, Stockholm County, Sweden · On-site · Volunteer
Account Executive, North America
Toronto, Ontario, Canada · On-site · Volunteer
Account Executive UK
London, England, United Kingdom · On-site · Volunteer
