FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors. FirstStep's technology is the engine that helps people achieve their financial goals. Seeking partnerships with Asset Managers, Wealth Managers and Financial Advisers Core Services include providing technology integrated across front-office client, portfolio, account, asset management for direct-to-client wealth management services. Say 👋 at hello@firststep.co 😄 Previous business model: http://firststep.co
