Poctfy
Curated by SignalPortfolio management platform facilitating tax calculations for wealth managers.
Overview
Poctfy is a portfolio management platform aimed at wealth managers, with a focus on the calculation, payment, and declaration of income tax related to stock market investments. The platform utilizes technology such as artificial intelligence and machine learning to assist wealth managers in optimizing investment strategies based on individual client profiles. It offers tools for calculating taxes on different types of investments, monitoring profitability, and generating required tax forms. Poctfy integrates with the CEI/B3 platform and is accessible through web and mobile applications, addressing the complexities of tax compliance in wealth management.
Key facts
- Founded
- 2020
- Headquarters
- Brazil
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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