My Plan Keeper
Curated by SignalWealth management software suite optimizing retirement planning and wealth transfer.
Overview
My Plan Keeper is a wealth management software suite intended for use by wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all within a single system. It is aimed at financial professionals and their clients, utilizing artificial intelligence (AI) and machine learning for predictive analytics to assist in investment strategies and personalized advice. The platform includes features for secure data aggregation and compliance with regulatory requirements, while also allowing integration with external financial and health services. My Plan Keeper addresses issues related to retirement planning and wealth transfer, with the goal of aiding users in achieving their financial objectives over multiple generations.
Key facts
- Founded
- 2022
- Headquarters
- Sunrise, United States
- 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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