UNTAP
Curated by SignalPortfolio management platform enhancing transparency and investment strategies for wealth managers.
Overview
UNTAP is a portfolio management platform aimed at wealth managers within the fintech sector. The platform incorporates technologies such as artificial intelligence and machine learning to assist wealth managers in refining investment strategies and improving client outcomes. It addresses issues related to consolidation and transparency in private equity funds by offering real-time analytics, ESG metrics, and value creation planning. UNTAP is designed to support wealth managers in customizing portfolio management to meet specific client objectives while adhering to regulatory standards. The platform includes APIs that facilitate integration with custodians and trading platforms, allowing wealth managers to provide data-driven advice and enhance investment performance.
Key facts
- Founded
- 2018
- Headquarters
- Farnborough, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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