Planning Shepherd
Curated by SignalWealth management software suite streamlining financial planning for advisors.
Overview
Planning Shepherd is a wealth management software suite aimed at enhancing the operational efficiency of financial planners and advisors. The platform incorporates various fintech tools, including customer relationship management (CRM) functionalities, portfolio management, and performance reporting, to facilitate streamlined operations. It employs artificial intelligence (AI) and machine learning to deliver predictive analytics that assist in shaping investment strategies based on market trends and client behavior. The software includes features such as cross-data financial snapshots and dynamic growth calculators, which help planners organize client data and produce comprehensive reports. Planning Shepherd is designed for financial planners, focusing on improving administrative efficiency to enable professionals to concentrate on strategic client interactions and tailored advice.
Key facts
- Founded
- 2012
- Headquarters
- Fort Worth, 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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- Commercial model
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