Squirrel
Curated by SignalWealth management software suite enabling self-managed super fund control.
Overview
Squirrel is a fintech company that offers a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It targets individuals who wish to manage their retirement savings through a self-managed super fund (SMSF) platform, which allows users to oversee their wealth and may reduce investment management fees. The platform also provides secure data aggregation for a comprehensive view of clients, compliance tools, and application programming interfaces (APIs) for integration with external services.
Key facts
- Founded
- 2014
- Headquarters
- Sydney, Australia
- 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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- Phone
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