Private Reporting
Curated by SignalWealth data aggregation platform offering customizable investment reporting solutions.
Overview
Private Reporting is a wealth data aggregation platform aimed at asset management professionals. It consolidates financial data from multiple sources to provide a comprehensive overview of clients' finances, which includes bank accounts, investment portfolios, and real estate holdings. The platform includes analytics and visualization tools that assist wealth managers in analyzing asset distribution, performance, and risk exposure. It targets asset management professionals and offers personalized reporting and proactive management features. The platform operates on a subscription-based model, which includes a 12-month free trial, allowing users to customize their reporting environments and access data analytics for decision-making.
Key facts
- Founded
- 2014
- Headquarters
- Coogee, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- Commercial model
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Contact
- Primary office
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