PROFTIT
Curated by SignalClient communication solutions enhancing relationships for wealth managers.
Overview
PROFTIT is a fintech company that offers communication solutions designed for wealth managers, with an emphasis on improving interactions between advisors and clients. The platform features secure messaging, video conferencing, and collaborative financial planning tools to support ongoing dialogue and engagement. It includes integrated client portals that allow users to access real-time portfolio performance, financial documents, and personalized insights, which aim to enhance transparency. PROFTIT seeks to address the challenge of maintaining strong customer relationships in the financial services sector by providing automated notifications and customizable reporting. The company claims competitive advantages such as a centralized source for client interactions, high-level security, and compatibility with various systems, positioning itself for use by brokerage businesses and proprietary trading firms.
Key facts
- Founded
- 2015
- Headquarters
- Ramat Gan, Israel
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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