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Provider Type

Technology Providers

Tagline

Manage wealth data more efficiently

Founded

2015

Location

Luxembourg

Verified

Verified

Categories

ComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading

Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bank

Regions Served

Client Types

Provider Type

Technology Providers

Tagline

Founded

Location

United States of America

Verified

Not verified

Categories

Portfolio Management

Services

Target Segments

Regions Served

Client Types

Website

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