Planful
Curated by SignalWealth management software suite optimizing financial performance for businesses.
About
Planful is a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, and performance reporting, to offer a solution for financial performance management. It serves businesses across different industries and addresses challenges related to financial planning, budgeting, forecasting, and reporting by providing AI-driven insights and data integration solutions. The platform includes compliance features and secure data aggregation to support client engagement while maintaining regulatory compliance. Additionally, Planful allows for integration with external financial services through application programming interfaces (APIs), which may enhance operational efficiency and facilitate informed decision-making.
Key facts
- Founded
- 2000
- Headquarters
- Redwood City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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Open roles
31 rolesManager, Sales Operations
NAMER · On-site · Volunteer
Principal Architect
Hyderabad, Telangana, India · On-site · Volunteer
Solutions Architect - Customer Excellence Optimization
Hyderabad, Telangana, India · On-site · Volunteer
