Open Advice
Curated by SignalWealth management software suite bridging the advice gap for clients.
Overview
Open Advice is a company that offers a wealth management software suite intended for wealth managers and financial advisors. The platform incorporates various financial technology tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company aims to address the advice gap in the financial sector by providing accessible professional financial planning tools. Key features of the platform include risk profiling, investment options, identity verification, and automated analysis of income and expenditure, which are designed to improve client engagement and operational efficiency. Open Advice operates on a subscription-based model, which allows for flexible usage tailored to both new investors and those seeking digital expertise.
Key facts
- Founded
- 2021
- Headquarters
- Bournemouth, United Kingdom
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 13 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
