Passiv
Curated by SignalPortfolio management tool automating investments for wealth managers and investors.
About
Passiv is a portfolio management tool aimed at wealth managers and individual investors, with an emphasis on automating investment processes to improve efficiency. The platform employs technology such as artificial intelligence and machine learning to analyze market data and refine investment strategies. It offers features including automated investments, smart alerts, and one-click trades, which are intended to assist in the management of investment portfolios. Passiv integrates with various brokerages, allowing users to connect their accounts and view their assets comprehensively. The service targets both wealth managers and individual investors, addressing issues related to high fees and the complexities associated with active investing.
Key facts
- Founded
- 2017
- Headquarters
- Fredericton, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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