Proteccion
Curated by SignalFinancial planning solutions offering personalized retirement and pension services.
Overview
Proteccion is a fintech company that focuses on providing financial planners and advisors with a range of tools designed to assist in client management and investment strategy development. The platform includes features such as predictive analytics for forecasting market trends, robo-advisory services for investment advice, and digital dashboards that offer real-time insights into client portfolios. Proteccion also offers customizable financial planning software for detailed analysis of client financial health, along with secure client portals that support communication and document sharing. The company places importance on compliance management and provides APIs to facilitate data exchange across banking, investment, and insurance sectors, which may enhance wealth management practices for financial professionals.
Key facts
- Founded
- 1991
- Headquarters
- Medellin, Colombia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
30 rolesDiseñador UX/UI
Medellín, Antioquia, Colombia · On-site · Full-time
Diseñador UX/UI
Bogota, D.C., Capital District, Colombia · On-site · Full-time
Analista de Inteligencia de Negocios (Medellin)
Medellín, Antioquia, Colombia · Remote · Full-time
