at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Wealthsimple
Wealthsimple is a fintech company that offers investment management and financial planning solutions with an emphasis on user-friendly technology.
Email: support@wealthsimple.com
Phone: +1 416-849-8885
Web: https://www.wealthsimple.com/
products
Wealthsimple for Advisors CRM
Category: Client Relationship Management (CRM) Systems
CRM features include household and client management, digital onboarding, workflow automation, compliance checks, integration with financial planning and portfolio management tools..
More..
Wealthsimple Advisor
Category: Advisor Platforms
Combines automated investing with personalized financial advice, allowing advisors to better serve their clients with diversified portfolio strategies..
More..