MyMoneySage
Curated by SignalFinancial planning platform offering tools for advisors and investors.
Overview
MyMoneySage is a fintech company that offers a suite of tools aimed at financial planners and advisors to assist in client management and investment strategies. The platform includes services such as cash flow planning, budgeting, and goal-based comprehensive planning, with a focus on high-net-worth individuals. It employs predictive analytics and robo-advisory features to help professionals forecast market trends and provide customized investment advice. The platform includes secure client portals for communication and document sharing, as well as compliance management systems to ensure regulatory adherence. Additionally, integrated APIs facilitate data exchange across various financial services.
Key facts
- Founded
- 2015
- Headquarters
- Bengaluru, India
- 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
2 rolesFinancial planner cum Investment Advisor
India · On-site · Volunteer
Financial planner cum Investment Advisor
India · On-site · Volunteer
