Meet our innovative web-based platform: Caminos
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Turn numbers into narratives to win clients with data-driven storytelling
Focus on early indicators for proactive dialogue
Design portfolios for the path that lies ahead
A financial technology platform that redefines risk as a journey not a destination.
Caminos is a web-based platform used by investors that range in size and complexity.
This innovative tool fills a key gap in the Invest Tech stack by proactively managing the client portfolio experience through machine learning and deep learning.
Caminos is designed to reduce financial stress by intuitively mapping out the possible pathways that make up a financial journey.
Caminos lays the path to client success through pre-journey expectations management, mid-journey experience analysis and proactive communication.
