Sherpa Funds Technology
Curated by SignalClient communication solutions enhancing wealth managers' interactions with clients.
Overview
Sherpa Funds Technology focuses on client communication solutions designed for wealth managers, aiming to improve interactions between advisors and clients. The company offers various products, including systematic portfolio construction tools and the Optimal Risk Sizing (ORS) engine, which assists fund managers in portfolio development and risk management. The integration of secure messaging, video conferencing, and collaborative financial planning tools is intended to enhance transparency and engagement by providing real-time access to portfolio performance and personalized insights. Sherpa's commercial model targets the global institutional fund management sector, offering low-overhead technology that aims to streamline the portfolio construction process for hedge funds, insurance companies, and wealth managers. The company's mission is to enhance fund managers' performance and decision-making through advanced mathematical analytics, addressing the challenges of converting investment ideas into actionable portfolios.
Key facts
- Founded
- 2011
- Headquarters
- Singapore, Singapore
- 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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Contact
- Primary office
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