Next Gate Tech
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Next Gate Tech develops a wealth management software suite aimed at improving the operational efficiency of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets clients within the fund industry, including BNP Paribas Securities Services and Amundi, and seeks to address issues related to manual data management and the demand for sophisticated financial insights. The software automates data flows and offers a centralized dashboard, which may assist users in streamlining operations, mitigating risks, and concentrating on tasks that add value, while also addressing client engagement and compliance requirements.
Key facts
- Founded
- 2019
- Headquarters
- Luxembourg, Luxembourg
- 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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Contact
- Primary office
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Open roles
7 rolesBusiness Developer
London, England, United Kingdom · On-site · Full-time
Senior Software Engineer
London, England, United Kingdom · On-site · Full-time
Head of Marketing
London, England, United Kingdom · On-site · Full-time
