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Financial Technology Year

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InvestiFi Platform

from InvestiFi

Comprehensive wealth management software platform enabling financial advisors to manage client portfolios, create financial plans, and deliver advisory services. Provides portfolio management, financial planning, performance tracking, and client reporting capabilities.
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Category: Financial Planning Tools
in: Wealth Management
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.

InvestiFi Platform


Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

InvestiFi Platform


Category: Financial Planning Software
in: Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.

InvestiFi Platform


Category: Client Relationship Management (CRM) Systems
in: Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.

InvestiFi Platform


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