Planolitix
Curated by SignalWealth management software suite enhancing financial decision-making for advisors.
Overview
Planolitix is a company that offers a wealth management software suite intended for wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, and financial planning, utilizing artificial intelligence (AI) and machine learning for predictive analytics. The target audience includes financial advisors and individual clients, with the software addressing the need for improved information to facilitate informed financial decisions while maintaining compliance with regulatory standards. Features of the software include cash flow modeling, visual data representations, and customizable options, which aim to support personalized advice and enhance client engagement. The company emphasizes data security and ongoing development in its offerings.
Key facts
- Founded
- 2019
- Headquarters
- Auckland, New Zealand
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 6 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
