A look at the companies demoing live at FinovateFall on September 24 through 26, 2018 in New York. Register today and save your spot.
Systelos is a discovery and collaboration platform that brings client’s financial lives in one place and empowers human advisors to create value beyond investment returns.
- Discovery platform that provides a 360 degree view of client’s finances
- Collaboration tools that communicate real time context
- Actionable insights that create value beyond investments
Why it’s great
Systelos is more than a technology. It’s a new way of doing business for advisors and their clients.
Jad Chehlawi, Founder and CEO
After 15 years developing successful financial advisors, Chehlawi, a Harvard Business School alum, is creating a new way of delivering value to clients.
Arsene Toumani, Co-Founder and CTO