Advantra Wealth
www.advantrawealth.comWealth management is on the cusp of digital disruption. Regulations, new technologies, changing client expectations and declining profitability are forcing the industry to reinvent how it operates and serves clients. Advantra is a huge leap forward. It is a single platform that puts high net worth individuals and banks in full control of their wealth and profitability. Key features: Plug and play deployment, deep AI driven customer profiling, highly personalized customer journey, automated portfolio construction and predictive analytics (for client advisors and C-Suite).
Read moreWealth management is on the cusp of digital disruption. Regulations, new technologies, changing client expectations and declining profitability are forcing the industry to reinvent how it operates and serves clients. Advantra is a huge leap forward. It is a single platform that puts high net worth individuals and banks in full control of their wealth and profitability. Key features: Plug and play deployment, deep AI driven customer profiling, highly personalized customer journey, automated portfolio construction and predictive analytics (for client advisors and C-Suite).
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City (Headquarters)
London
Industry
Employees
1-10
Founded
2018
Social
Employees statistics
View all employeesPotential Decision Makers
Co - Founder , Chief Operations Officer
Email ****** @****.comPhone (***) ****-****Transaction Venture Partner
Email ****** @****.comPhone (***) ****-****Network Solutions Designer
Email ****** @****.comPhone (***) ****-****
Technologies
(8)