AIRR
RobotFX Fluid
Podcast
VestmarkONE
Simplewealth
TL;DL
Empirica RoboAdvisor
Morningstar Managed Portfolios
WealthFy
RobotFX Fluid
VestmarkONE
Empirica RoboAdvisor
Simplewealth
Scalable
Ways2Wealth
Pintec
AIRR was established in 2019 and specializes in solutions to automate the process of making investment decisions. The service offers a single SaaS solution for venture funds, private equity funds, family offices, angels, and any other professional investors. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio valuation and management, pipeline generation, reporting and accounting, investor onboarding, KYC, and data storage. The service offers a mobile application, a web portal that is localized in 5 languages, and two separate products - AIRR Metrics and AIRR Leads. AIRR is built as an open integration platform that allows exporting all data through APIs and integrating ready-made solutions in the investment management market. Pipedrive, Salesforce, Xero, PowerBI, Qlik, Docusign - more than 18 integrations are available at the moment. The company also provides the opportunity to implement new integrations upon request.
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Based on our record, WealthFy seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
They are running a referral promotion where investing £250 for 3 months will net you £100 bonus. My referral link is https://invest.wealthify.com/refer/38851613 Non Referral link https://iwealthify.com/. Source: about 1 year ago
Sign up using my ref link (for bonus) ... non-ref link (no bonus). Source: about 3 years ago
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Podcast - A powerful podcast app with audio snippets and transcripts
VestmarkONE - For over twenty years, wealth management firms, investment managers and advisors have turned to Vestmark to help them scale and grow their businesses.
Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.
Simplewealth - Simplewealth is a leading Swiss of robo-advisor. For businesses, we are a provider of white-label technology and investment applications. Based in Zurich, made for European regulation. Contact us today!
TL;DL - Too long; didn't listen - bookmark and discover podcasts.
