Valuelist
Curated by SignalWealthtech platform delivering solutions for financial planners and advisors.
Overview
Valuelist is a wealthtech platform aimed at financial planners and advisors. It offers tools for client management and investment strategy development, including asset management solutions and financial reporting tools. The platform also provides services focused on employee financial health. Valuelist serves both individuals and businesses, addressing asset, liability, and insurance management through real-time performance tracking and customizable financial planning software. It includes secure client portals and compliance management systems to support communication and regulatory adherence. The platform allows users to consolidate financial accounts and make decisions related to wealth management.
Key facts
- Founded
- 2010
- Headquarters
- Las Condes, Chile
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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