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CFO Advisory

Central Financial Organizer

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CFO Advisory | Central Financial Organizer | Qilindo

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$1,000,000

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Industry

Finance

Company Size

2-5

Patent

No

Location

Israel

Languages

English, Hebrew

CFO Advisory is a regulated marketplace platform for all the needs of financial advisors and their clients, an all-encompassing digital wealth management solution.

CFO Advisory integrates a leading lineup of interactive financial tools in one simple and friendly interface, analyzing information received from clients and providing them with a comprehensive plan tailored to their specific needs.

The Vision

To enhance and ease financial decision-making.

The Product

CFO Advisory is a decision support system that provides users with a work optimization platform, reducing work hours, streamlining sales processes, and performing ongoing quality control and monitoring.

Overview

CFO Advisory is a regulated marketplace platform for all the needs of financial advisors and their clients, an all-encompassing digital wealth management solution.

CFO Advisory integrates a leading lineup of interactive financial tools in one simple and friendly interface, analyzing information received from clients and providing them with a comprehensive plan tailored to their specific needs.

The Vision

To enhance and ease financial decision-making.

The Product

CFO Advisory is a decision support system that provides users with a work optimization platform, reducing work hours, streamlining sales processes, and performing ongoing quality control and monitoring.

The Team

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The Market

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Problem & Solution

Problem
Financial advisors often face difficulties requiring multiple financial systems which can lead to missing important information, causing critical mistakes, providing unprofessional recommendations, and overall inefficiency that drives operational cost.

Solution
One centralized system to synchronize, organize, and analyze all financial information simultaneously and in accordance with customers’ specific needs.

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