ProManage
Curated by SignalFinancial planning solutions streamlining client management for advisors and individuals.
Overview
ProManage is a company that focuses on delivering solutions for financial planners and advisors. It offers tools designed to assist in client management and investment strategies. The company's products include predictive analytics for forecasting market trends, robo-advisory platforms for providing investment advice, and digital dashboards that offer real-time insights into client portfolios. Additionally, ProManage provides customizable financial planning software, secure client portals for communication, and compliance management systems to support regulatory adherence. The company targets both employers and individuals, with the objective of simplifying financial planning and improving retirement savings through its range of products, which includes the BeFine app and ProManage PROgram™.
Key facts
- Founded
- 1998
- Headquarters
- Chicago, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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- Phone
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