Scorefy
Curated by SignalSolutions for financial planners enhancing client management and investment strategies.
Overview
Scorefy is a company that focuses on delivering solutions tailored for financial planners and advisors. It offers a range of tools aimed at improving client management and investment strategies. The company's services include predictive analytics for forecasting market trends, robo-advisory platforms designed for investment advice, and digital dashboards that provide real-time insights into portfolios. Additionally, Scorefy offers customizable financial planning software, secure client portals to enhance communication, and compliance management systems to support regulatory requirements. The company targets financial professionals and addresses issues related to software development and maintenance, providing consulting services and white label solutions. Scorefy employs an agile project management methodology to facilitate the development and launch of digital products, which aims to improve operational efficiency in wealth management.
Key facts
- Founded
- 2017
- Headquarters
- Brasilia, Brazil
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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