Roclo
Curated by SignalWealth management software suite streamlining M&A advisory operations and compliance.
Overview
Roclo is a wealth management software suite aimed at enhancing operational efficiency for wealth managers and financial advisors. The platform integrates various functionalities, including customer relationship management (CRM), portfolio management, performance reporting, and financial planning, while incorporating artificial intelligence (AI) and machine learning for predictive analytics. It targets global investment banks and boutique mergers and acquisitions (M&A) advisory firms, focusing on the complexities associated with M&A advisory through a cloud-based solution. Roclo's features include secure data aggregation and compliance tools, which are intended to support personalized client advice and improve operational processes.
Key facts
- Founded
- 2022
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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