OpenFin
Curated by SignalWealth management software suite enhancing productivity through unified applications.
Overview
OpenFin is a fintech company that offers a software suite aimed at wealth management, specifically designed for 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. OpenFin targets large enterprises within the financial sector and seeks to address the issue of fragmented applications by providing a unified workspace intended to improve productivity and client engagement. Its offerings, which include OpenFin Workspace and OpenFin Container, support real-time data aggregation and compliance, while application programming interfaces (APIs) allow for integration with external services. This approach is intended to assist organizations in improving operational efficiency and facilitating digital transformation.
Key facts
- Founded
- 2010
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 1 product or service
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Contact
- Primary office
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- Phone
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