Hyderabad, India
Summary
This technology company offers an integrated investment management platform for financial institutions and advisors, enabling them to provide tailored investment advice, manage transactions, and generate comprehensive reports for their clients. The platform features proprietary algorithms that create customized portfolios based on individual goals, while also allowing institutions to manage multiple clients and branches. Key offerings include digital KYC, real-time allocation, and mutual fund services, all designed to simplify sophisticated portfolio analysis and enhance client communication.
We offer API access to our data.
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Label
Value
Active Dates
6.9 years — Since Jan 2018
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology and Investment Management
2. Portfolio Management
Vendor
Source
TXT Record
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