Percapita
Curated by SignalFinancial planners' solutions enhancing client management and investment strategies.
Overview
Percapita is a fintech company that focuses on providing solutions for financial planners and advisors. The platform includes tools designed to assist in client management and investment strategies. Key features of the platform include predictive analytics for forecasting market trends, robo-advisory services for investment advice, and digital dashboards that offer real-time insights into portfolios. The software is customizable, allowing for detailed analysis of client financial health, and secure client portals are available for communication and document sharing. The company also offers compliance management systems to help ensure adherence to regulations, and integrated APIs that facilitate data exchange across banking, investment, and insurance sectors. Percapita targets individuals interested in financial wellness, aiming to connect financial services with overall well-being.
Key facts
- Founded
- 2020
- Headquarters
- Chappaqua, United States
- 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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- Commercial model
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Contact
- Primary office
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- Phone
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