Total Advice Compliance
Curated by SignalWealth management software suite providing compliance training for advisors.
Overview
Total Advice Compliance is a company that offers a wealth management software suite aimed at supporting wealth managers and financial advisors in compliance and operational efficiency. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, and performance reporting. It utilizes artificial intelligence (AI) and machine learning for predictive analytics. The suite is designed for advice professionals and includes continuing professional development (CPD) short courses that address compliance topics, including best interest duty tools and audit preparation. The company focuses on helping financial advisors manage compliance challenges and adhere to regulatory standards, while also incorporating elements of environmental sustainability in its course offerings.
Key facts
- Founded
- 2015
- Headquarters
- Melbourne, 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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