Singapore, Singapore
Summary
This business provides advanced portfolio management software designed for family offices and wealth managers. It offers features such as data aggregation, performance reporting, and customized reporting tools. The platform supports a wide range of asset types and formats, ensuring comprehensive investment analysis. It emphasizes data security and compliance with international standards, making it suitable for high-net-worth individuals and private banks.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
7.8 years — Since Mar 2017
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523920
SIC 4 Digit Code
6200
SIC 2 Digit Code
62
Industry
1. Financial Technology and Wealth Management Software
2. Portfolio Management
Vendor
Source
Microsoft
TXT Record
Atlassian
TXT Record
TXT Record
ZenDesk
TXT Record
Mailchimp
TXT Record
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