Basic info
Industry
financial services
Sectors
Client Lifecycle Management
asset management
Multi Family Office
Portfolio Automation
Risk Analysis & Management
Apps
Financial Technology
Portfolio Management System (PMS)
Portfolio Build
portfolio management
wealth management
Financial Services
Client Engagement & Management (CRM)
Fintech
Digital Platforms & Tools
Wealthtech
Family Office
Portfolio Management System
Analytics
Wealth Management
Financial Analytics Solutions
Order Management System (OMS)
Client Onboarding & Identity Verification
Developer Platform
Asset Management
Analysis & Reporting
Data Management & Analysis
Date founded
2019