Qualified Planning
Curated by SignalRobo-advisor platform assisting wealth managers with automated investment advice.
Overview
Qualified Planning functions as a robo-advisor platform specifically designed for wealth managers, offering automated investment advice and portfolio management services. The firm aims to address financial challenges encountered by individuals, with a particular emphasis on retirement savings and financial stability. Qualified Planning provides complimentary Retirement and Financial Checkups to evaluate clients' financial situations and propose personalized planning strategies. The services are intended to integrate with existing wealth management systems, potentially enhancing the capacity of wealth managers to provide tailored advice. The platform includes features such as market analysis, predictive forecasting, and performance tracking, which may assist in informed decision-making for both clients and wealth managers.
Key facts
- Founded
- 2016
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
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- Phone
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