Urbi
Curated by SignalPortfolio management platform optimizing investment strategies for wealth managers.
Overview
Urbi.ai focuses on portfolio management solutions designed for wealth managers in the fintech industry. The platform utilizes technologies such as artificial intelligence and machine learning to support investment strategies and client outcomes. It analyzes market data and evaluates risk, allowing wealth managers to tailor portfolios to meet the specific profiles and objectives of individual clients. The platform offers real-time analytics that provide insights into asset allocation and performance, which aids in dynamic rebalancing and adherence to regulatory requirements. Urbi.ai features API integrations that connect with custodians and trading platforms, offering a comprehensive overview of client assets. This functionality enables wealth managers to provide personalized, data-informed advice.
Key facts
- Headquarters
- Quebec City, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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