https://qilindo.com/wp-content/uploads/2021/09/022-cfo-advisory-FINAL.mp4
CFO Advisory
Central Financial Organizer
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Raising
$1,000,000
in exchange for
35%
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Industry
Finance
Company Size
2-5
Patent
No
Location
Israel
Languages
English, Hebrew
Overview
The Team
Problem & Solution
The Market
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.
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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