FL

Federico Luna

Chief Marketing & E-Commerce Officer

Timeline

Lausanne, Vaud


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Timeline
Industry
financial services
Employees
81.0
Seniority
C suite
Annual Revenue
3000000.0
Total Funding
22524450.0
Latest Funding
Series B

Technologies

Cloudflare DNS Rackspace MailGun CloudFlare Hosting Gmail Google Apps Google Cloud Hosting Hubspot Mobile Friendly AdRoll Bootstrap Framework Intercom Linkedin Widget Facebook Custom Audiences Facebook Widget Mixpanel Linkedin Marketing Solutions Hotjar YouTube Facebook Login (Connect) Wistia Google Analytics Google Tag Manager Linkedin Login Segment.io Phoenix Reviews Basis Python Remote AI

Keywords

sustainable withdrawal rate financial services constant inflation adjustment guyton inflation adjustment ratcheting rule cap & collar inflation adjustment portfolio management asset allocations historical returns retirement strategy financial adviser tech discretionary portfolio management investment strategy financial planning tech financial adviser toolkit financial planning investment software risk profiling model portfolios adviser-client relationships capital markets data annual review automation client experience evidence-based investing planning technology investment administration customizable factfind cash flow analysis digital onboarding regulatory compliance visual financial modelling investment analytics low-cost portfolios strategic asset allocation investment strategies retirement planning financial coaching interactive client presentations investment decision support financial adviser software automated contributions withdrawal strategies mps (model portfolio service) administrative efficiency investment performance tracking real-time data integration client data management bespoke investment solutions financial outcome improvement rebalancing strategies portfolio oversight discretionary investment management family linking open banking integration due diligence processes financial planning tools intelligent systems financial advisers support cutting administrative tasks engaging client communication investment insights multi-asset strategies research & development financial technology innovation

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