Tiller
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
Tiller is a wealth management software suite that integrates various fintech tools designed for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning within a single system. It utilizes artificial intelligence (AI) and machine learning for predictive analytics, which aids in investment strategy optimization through secure, real-time data aggregation. Tiller's offerings encompass online identity verification, international address verification, product suitability checks, bank account verification, and client data monitoring, serving regulated businesses of varying sizes. The platform aims to simplify client onboarding and compliance processes, allowing firms to provide tailored services.
Key facts
- Founded
- 2017
- Headquarters
- Saint Helier, Channel Islands
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 12 products and services
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Contact
- Primary office
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Open roles
1 roleAccount Executive
St. Helier, Jersey · On-site · Internship
