Vitech
Curated by SignalWealth management software suite optimizing operations for financial advisors.
Overview
Vitech is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The software platform, named V3locity, combines customer relationship management (CRM) features, portfolio management, performance reporting, and financial planning within a single system. It targets sectors such as insurance, retirement, and investment, and seeks to address issues related to outdated administration systems by utilizing advanced technology and predictive analytics. This approach is intended to assist organizations in modernizing their operations and enhancing client engagement through personalized advice and real-time data aggregation. Vitech emphasizes partnerships and innovation as part of its strategy to support industry leaders in adapting to a digital-first environment.
Key facts
- Founded
- 1986
- Headquarters
- New York City, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
Contact
- Sign up to view
- Phone
- Sign up to view
Open roles
1 roleAssociate Developer – Global Data Operations
Ontario, Canada · Remote · Full-time
