Solutions
For Individual Investors
Scale your operations and better measure investment performance.
For Family Offices
Use Clockwork® to impress your stakeholders and evolve your portfolio operations.
For Funds and Intermediaries
Impress your LPs and drive ongoing engagement and participation.
Company
About Us
We improve investment decisions by loving what we do.
Join Us
We are a team of dedicated humans and our devoted pets.
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Charlottesville | NYC | Mexico City | Montevideo
upSWOT
Charlotte, NC, USA
Founded January 2019
60 Employees
Other Software
Description
Founded in January 2019, Upswot technology serves dozens of financial institutions helping them to build loyalty and grow engagement among their SMB clients.
The platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business critical SaaS applications.
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