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Pensure

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Digital solutions enhancing client management for financial planners and advisors.

Overview

Pensure focuses on delivering digital solutions for financial planners and advisors, with an emphasis on client management and investment strategies. Their product offerings include predictive analytics, robo-advisory platforms, and customizable financial planning software, which are designed to provide insights into client portfolios and support strategy development. The company targets banks and pension funds, aiming to enhance operational processes, customer experience, and sales potential through its range of tools. Additionally, Pensure highlights compliance management and secure client communication, and offers an API for data integration across different financial services, which may contribute to wealth management practices.

Key facts

Founded
2017

Business model

Contact

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About Pensure

What does Pensure do?

Pensure focuses on delivering digital solutions for financial planners and advisors, with an emphasis on client management and investment strategies.

Where is Pensure headquartered?

Pensure is headquartered in Copenhagen, Denmark.

When was Pensure founded?

Pensure was founded in 2017.

Which sector is Pensure in?

Pensure operates in Wealth Technology, part of Financial Technology.

Who are Pensure's competitors?

Companies similar to Pensure include BidMoni, Fintuity, and leafplanner.