The startup provides a software platform that enhances expertise in Capital Markets, Insurance, and Financial Services through tools for Wealth Management, Asset Management, and Investor Risk Profiling. This enables wealth managers and family offices to improve investor engagement and optimize asset allocation by streamlining relationship and behavior management processes.
Funding
$660K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth managers and financial advisors often struggle with inefficient workflows across front, middle, and back-office operations, hindering their ability to effectively manage client relationships, understand investor behavior, and optimize asset allocation. Existing risk profiling methods can be complex, costly, and fail to provide a simple, modern, and effective solution for assessing a client's risk perception. Furthermore, consolidating and analyzing investor transaction data from multiple sources to generate comprehensive investment reports can be a time-consuming and error-prone process.
Solution
Actlogica provides a suite of software solutions designed to streamline wealth management processes and enhance investor engagement. Their FinFlo Enterprise platform offers a fully integrated system for front, middle, and back-office operations, enabling wealth managers to create, manage, and monitor client portfolios across multiple asset classes. Alpha Portfolio delivers advanced portfolio management capabilities for PMS managers, including order management, regulatory reporting, and performance tracking. RiPro offers a simple and effective SaaS solution for risk profiling, allowing financial practitioners to frequently assess a client's risk perception. Investa simplifies the generation of consolidated investment reports from investor CAS files, providing valuable insights across all brokers and ARNs.
Target Audience
Actlogica's primary customers include wealth managers, financial advisors (RIAs & MFDs), portfolio management services (PMS) providers, family offices, and financial institutions seeking to streamline operations, enhance client engagement, and improve investment decision-making.
Features
- **FinFlo Enterprise:**
- Multi-asset, multi-portfolio wealth management software for intermediaries
- Integrated CRM, order management system, and document vault
- GIPS-based performance reporting, revenue calculation, and AUM reconciliation
- Investor mobile app for dashboard access, order approvals, and payments
- **Alpha Portfolio:**
- Front-to-back portfolio management software for PMS managers
- Order pooling and allocation with pre- and post-trade compliance
- Regulatory reporting with automated compliance report generation
- Performance tracking with XIRR, TWRR, and benchmarking
- **RiPro:**
- B2B SaaS software for risk profiling with customizable questionnaires
- Interactive questionnaire player for a superior client experience
- Tracking and compliance features with notifications for expiry and changes
- **Investa:**
- Mutual fund investment report software for generating consolidated reports from CAS files
- Instant CAS file parsing with OCR engine
- API access for integration with existing systems
- Option to export data to Excel for further analysis