Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for ·Private Banks ·Wealth & Asset Management ·Advisors & Family Offices SERVICES ·Strategy & Digital Innovation ·Implementation & Consulting ·Customer Support ·Training OUR PRODUCT ·Benchmarking & Performance Attribution ·Advanced Portfolio Reporting ·Risk Analysis & optimization ·Asset Valuation ·Discretionary Portfolio Management ·Portfolio Rebalancing ·Client Wealth Portal ·Portfolio Rebalancing ·Client Profiling ·Investment Proposals ·Comissions & Free Billing ·CRM & Business Intelligence
| Website | http://www.finametrix.com/ |
| Employees | 7 (3 on RocketReach) |
| Founded | 2014 |
| Technologies |
JavaScript
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HTML
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Twitter
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| Industry | Financial Services |
| Keywords | Portfolio Management, Portfolio Solutions, Wealth Management, Asset Management, Financial Analysis, Asset Optimization, Investment Analysis, Risk Management, Private Banking, Investment Solutions, Family Office, Financial Planning, Advisor Technology, Wealthtech, Digital Innovation, Strategic Consulting, Financial Technology, Fintech Solutions, Consultative Services, Implementation Services |
| Competitors | Bloomberg, Schwab Advisor Services, FactSet, MSCI Inc., Morningstar, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Refinitiv, an LSEG business, IHS Markit, Standard & Poor's +43 more (view full list) |
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