Plum
Curated by SignalRobo-advisory platform assisting wealth managers with retirement planning services.
Overview
Plum is a fintech company that offers robo-advisory services designed for wealth managers. The company focuses on providing automated investment advice and portfolio management. Its platform employs algorithms to create and manage diversified portfolios that align with client risk profiles and financial goals. Plum targets wealth managers by integrating with their existing systems, which allows for the delivery of personalized advice on a larger scale. The services offered by Plum include the consolidation of superannuation accounts, updates to beneficiaries, and personalized retirement planning. Additionally, the platform provides users with market analysis, predictive forecasting, and performance tracking, addressing issues related to retirement planning and superannuation growth.
Key facts
- Founded
- 1998
- Headquarters
- Melbourne, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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