How they describe themselves: Systelos is a discovery and collaboration platform that brings clients’ financial lives in one place with the right experts at their fingertips. Systelos increases confidence in financial decisions by visibly demonstrating the value of advice and by creating Connected Intelligence between investors, financial advisory teams and other experts.
Systelos is not just a technology company, it’s a new way of exchanging value between advisors and their clients.
How they describe their product/innovation: The Systelos user experience creates, then converts data into valuable insights that drive productive behavior in financial advisors and their clients.
Our technology aggregates data from several sources (proprietary set, financial institutions, financial experts and client behavior) to improve the recommendation, distribution and governance of financial services (investments, insurance, tax and estate).
Systelos is the first Connected Intelligence platform that increases and showcases the value of human advice.
Product distribution strategy: Direct to Business (B2B), through financial institutions