CAPITALPRO
CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth. CapitalPro provides a digital wealth management platform for financial institutions in Latin America that automates client on-boarding, risk profiling, and the asset allocation, management, and rebalancing of a diversified and personalized portfolio. Through its software, the company elaborates and manages investment portfolio in a completely automated way. ... It allows financial institutions to generate more revenue by increasing their client reach and allowing them to serve smaller accounts without increasing operating costs or incurring their financial advisors' time. CapitalPro charges a monthly subscription based on the number of accounts with funds plus an installation cost.
CAPITALPRO
Industry:
Financial Services Software Wealth Management
Founded:
2017-01-01
Address:
Sunnyvale, California, United States
Country:
United States
Website Url:
http://www.capitalproinvesting.com
Total Employee:
11+
Status:
Closed
Total Funding:
25 K USD
Technology used in webpage:
Domain Not Resolving
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Plug and Play
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http://www.capitalproinvesting.com
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