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