Perfomance Watcher
Curated by SignalWealth management software suite offering portfolio tracking and analysis tools.
Overview
Performance Watcher is a wealth management software suite designed to support the operations of wealth managers and financial advisors. The platform includes features for portfolio performance tracking, a tool called Perfometer for portfolio analysis, and various metrics for evaluating performance and risk. It utilizes artificial intelligence and machine learning to offer predictive analytics that may assist in shaping investment strategies. The suite is equipped with secure, real-time data aggregation capabilities, which aim to provide a comprehensive overview of client portfolios and support personalized advisory services. Additionally, it includes compliance features and application programming interfaces (APIs) intended for integration with external financial services, addressing the demand for transparency and independent performance tracking within the wealth management industry.
Key facts
- Founded
- 2005
- Headquarters
- Morges, Switzerland
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 4 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
