So Dividendos
Curated by SignalWealth management software enabling effective dividend tracking and management.
Overview
So Dividendos is a wealth management software suite aimed at assisting wealth managers and financial advisors in optimizing their operations. The platform incorporates various fintech tools, such as customer relationship management (CRM) features, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The service targets both individual investors and financial professionals, focusing on the management and tracking of dividends across different investment types, including stocks, real estate investment trusts (REITs), Brazilian Depositary Receipts (BDRs), and exchange-traded funds (ETFs). Additionally, the mobile application enables users to manage their portfolios, access updated forecasts, and monitor dividend payments, which may support informed investment decisions and improve client engagement in a digital environment.
Key facts
- Founded
- 2022
- Headquarters
- Belo Horizonte, Brazil
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 8 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Sign up to view
