Upsideo
Curated by SignalDigital subscription platform streamlining financial processes for advisors and clients.
Overview
Upsideo focuses on procure-to-pay accounting solutions, offering a digital subscription process for financial advisors and their clients. The platform aims to streamline various financial operations, including client onboarding, subscription management, and customer data consolidation, with a target audience of asset management companies, insurance firms, and investment service providers. It automates processes such as order placement, invoice processing, and payment execution, which may enhance efficiency and compliance while potentially reducing manual errors. Additionally, the platform includes features for contract and retrocession management, supplier management, and analytics to assist in optimizing procurement strategies. Utilizing cloud-based technologies, Upsideo facilitates real-time collaboration and supports decision-making in financial planning.
Key facts
- Founded
- 2011
- Headquarters
- Paris, France
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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