Sharewise
Curated by SignalFinancial planning platform offering tailored investment strategies and advisory services.
Overview
Sharewise is a fintech company that focuses on providing solutions for financial planners and advisors. It offers tools designed to assist in client management and the development of investment strategies. The platform includes various products such as share advisory services, trading platforms, and financial advice targeted at investors who require customized strategies to achieve their financial goals. Sharewise incorporates predictive analytics, robo-advisory services, and customizable financial planning software to address the challenges associated with wealth management. Additionally, it features secure client portals and compliance management systems to facilitate communication and ensure adherence to regulatory requirements. The platform aims to support users in making informed decisions and optimizing their investment portfolios.
Key facts
- Headquarters
- Sydney, Australia
- 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
- Primary office
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