Portseido
Curated by SignalWealth data aggregation platform simplifying investment tracking for users.
Overview
Portseido is a wealth data aggregation platform that assists wealth managers in consolidating financial data from multiple sources into a single view. The platform includes tools for tracking portfolios, investment allocations, performance reporting, dividend tracking, and trade performance analysis. By integrating data from bank accounts, investment portfolios, and other assets, Portseido allows wealth managers to perform comprehensive analyses of their clients' financial situations. The platform is available through a mobile application on iOS and Android, serving a global audience and accommodating a variety of asset types.
Key facts
- Founded
- 2020
- Headquarters
- Bangkok, Thailand
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 4 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
