Platformplus
Curated by SignalRegTech platform streamlining risk and compliance for wealth managers.
Overview
Platformplus is a RegTech company that focuses on risk and compliance management specifically for wealth managers. The platform includes an advice management system that integrates client management tools, CRM functionalities, and real-time performance monitoring. It utilizes artificial intelligence and blockchain technology to facilitate compliance monitoring and secure management of client data. The intended users of the platform are advisers, paraplanners, office managers, and clients, who may experience improvements in advisory processes and client interactions. Platformplus aims to tackle issues related to inefficient advice generation and regulatory compliance, supporting wealth managers in providing services while upholding operational standards.
Key facts
- Headquarters
- Maroochydore, Australia
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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Contact
- Phone
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