RockFi
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
RockFi is a wealth management software suite aimed at independent financial advisors and wealth managers. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all within a single system. It utilizes artificial intelligence (AI) and machine learning to provide predictive analytics that assist in developing investment strategies based on market trends and client behavior. The platform offers secure, real-time data aggregation to create a comprehensive view of clients, which supports personalized advice while ensuring compliance with regulatory requirements. RockFi's application programming interfaces (APIs) allow for integration with external financial services, which may improve operational efficiency and client engagement in a digital environment. This software suite is designed for independent financial advisors who aim to enhance their service offerings and expand their client base.
Key facts
- Founded
- 2023
- Headquarters
- Paris, France
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
8 rolesSales Executive – Développement Partners (Banquiers Privés)
Greater Paris Metropolitan Region · On-site · Internship
Event Manager H/F
Paris, Île-de-France, France · On-site · Volunteer
Senior Product Designer H/F
Paris, Île-de-France, France · On-site · Internship
