iFAST
This investment management software provides a robust platform for fintech entrepreneurs, financial advisors, and institutions. It features white-labelled B2B2C solutions, transaction APIs, embedded investment tools, and seamless online account opening, enabling users to enhance client engagement and streamline operations while accessing a full suite of wealth management products.
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Datayes!
With advanced AI and Big Data technology, Datayes! transforms investment management, enhancing accuracy and tracking real-time data changes. It leverages extensive databases of fundamental and alternative data, empowering financial institutions to adapt swiftly to market demands and uncover exceptional investment opportunities, thereby optimizing asset management strategies.
Stropro
This investment management software offers wealth advisers global access to over 400 tailored investment solutions, empowering them to craft and oversee portfolios aligned with client goals. With over $1 billion in capital deployed and 2,000 registered clients, it enhances transparency and reporting, enabling more informed decision-making for advisers and their clients.
DPC Monitor
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Wise Tradr
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LenderKit
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Beanvest
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TS Imagine
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Vyzer
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HEAT
This investment management software streamlines the acquisition process by enabling users to quickly identify and evaluate potential targets from various data sources. With customizable KPIs and scoring algorithms, it automates task assignments and facilitates seamless sharing of deal statuses with investors, ensuring transparency and organized oversight throughout the investment journey.
Asendium
This innovative financial planning tool revolutionizes the advice production process for planners, paraplanners, and admin teams. By slashing the time to create a Statement of Advice from 16 hours to just 2, it ensures optimal productivity. Seamless integration with leading platforms allows for efficient data management and compliance, while automating over 200 strategies enhances service delivery.
Life & Unit-linked Insurance
This unit-linked insurance solution merges investment management with policy administration, crafted specifically for the complexities of the insurance and mutual insurance sectors. It offers seamless interoperability with existing policy management software, ensuring effective data handling and robust asset management tailored to the needs of long-term financial planning.
BuyHoldTrack
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Tindeco VISION
Tindeco VISION is an advanced investment management software that empowers asset managers to scale their businesses seamlessly. With its no-code strategy designer and robust integrations, users can create customized portfolios, automate workflows, and leverage AI-driven insights. The platform supports diverse investment strategies across global markets, enhancing client engagement and operational efficiency.
Company Information
- Company: iFAST Fintech Solutions
- Country: China
