planD
Curated by SignalPortfolio management platform optimizing investments for wealth managers and investors.
Overview
planD is a portfolio management platform designed for wealth managers, with an emphasis on optimizing investment strategies and improving client outcomes. The platform employs technologies such as artificial intelligence and machine learning to analyze market data, assess risk, and identify investment opportunities. It features the Daxia fund and Exit via Diversification™ technology, which aim to provide solutions for investors looking to derive value from underperforming investments. Additionally, the platform supports share exchanges, enabling investors to diversify their portfolios and manage liquidity. planD targets wealth managers and investors, addressing issues related to portfolio optimization and compliance.
Key facts
- Founded
- 2021
- Headquarters
- London, United Kingdom
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
