Confidante
HQ Address
33 Broadwick Street, London, W1F 0DQ, United Kingdom
Website Address
Business introduction
Completing the financial picture
Confidante gathers and conforms information from multiple sources to create a clear and comprehensive view of your client’s financial past, present and future
Designed for financial planners, wealth advisors and tax accountants (and their clients) frustrated that the ‘easy’ can be made so hard to do.
Former Barclays senior leadership team launching a new business which aims to revolutionise data integration, analysis and tax reporting for high net worth clients of wealth managers and accountants.
Confidante Solutions
Confidante
Automated data integration Connect directly to your data sources, automatically drawing in the latest information, conformed and normalised to enable accurate calculation and aggregation. No more manual data entry, multiple clicks or outdated information. Enrich existing workstreams or migrate old reporting methods to Confidante. Customizable reports Build tailored reports that meet the unique......
