SRL Global
Curated by SignalClient communication solutions enhancing wealth manager-client interactions.
Overview
SRL Global focuses on client communication solutions designed for wealth managers, aiming to improve interactions between advisors and clients. The company offers various products, such as data-driven insights, portfolio analytics, and the SRL Nexus platform, which integrates information with workflow processes. SRL Global targets large family offices and provides consulting and talent acquisition services, emphasizing service quality and confidentiality. The company facilitates secure messaging, video conferencing, and collaborative financial planning tools to enhance communication and engagement. Additionally, SRL Global offers peer-to-peer advice and knowledge-as-a-service through the Opus platform, which aims to assist family offices in achieving their objectives and connecting with skilled professionals.
Key facts
- Founded
- 2007
- Headquarters
- Longford, United Kingdom
- 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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