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Intelligent Allocation® Advisor Platform
FINIAT's advisor platform is tactfully designed by well-qualified advisors in order to create the optimal user-experience. Our financial tools provide advisors with a perfect blend of sophistication and ease-of-use.
FINIAT Recently Selected as a Finalist by ThinkAdvisor for Innovation in Portfolio Management
Why do advisors
need FINIAT?
37
%
0
%
of wealth management
clients feel frustrated by a lack of customization provided by their financial advisor...
according to a McKinsey & Company report
but
only
of financial advisors take advantage of personalization tactics such as direct indexing.
according to Allspring Global Investments
Quite simply, modern clients have needs and expectations that far exceed the time, resources, and technology available to most financial advisors.
Why do advisors need FINIAT?
of wealth management
clients feel frustrated by the lack of customization provided by their financial advisor...
according to a McKinsey & Company report
of financial advisors take advantage of customization or personalization tactics such as direct indexing.
according to Allspring Global Investments
while only
%
37
%
0
Quite simply, modern clients have needs and expectations that far exceed the time, resources, and technology available to most financial advisors.
Why Advisors Choose FINIAT
Differentiate through Dynamic Portfolio Management
Customize, Understand, and Explain Portfolios
Gain Private Access to
Institutional-Grade Algorithms
Enables Simple and Effective
Active Management
Transforms Client Portfolios with Data-Driven Adjustments
Stay Ahead with Real-Time
Portfolio Optimization
Enhance Client Engagement with Unique Investment Stories
Seamlessly Integrate Advanced Analytics into Existing Practices
Deliver Clients Stability and Growth in Shifting Markets
Why Advisors
Choose FINIAT
Differentiate through Dynamic Portfolio Management
Customize, Understand, and Explain Portfolios
Gain Private Access to
Institutional-Grade Algorithms
Enable Simple and Effective Active Management
Transform Client Portfolios with Data-Driven Adjustments
Stay Ahead with Real-Time Portfolio Optimization
Enhance Client Engagement with Unique Investment Stories
Seamlessly Integrate Advanced Analytics into Existing Practices
Deliver Clients Stability and Growth in Shifting Markets
FINIAT is meticulously programmed and designed to bridge the gap between your client's expectations and your capabilities as an advisor.
By leveraging our uniquely developed quantitative engine, FINIAT enables you to provide your clients with the active, highly-customized, institutional-level portfolios they deserve without limitations.
Scalability and accessibility are no longer obstacles. Start providing your clients with their optimal portfolio.
Provides a Capital Market
Volatility Solution
Mathematical Processes
Replace Emotions
Investors Want Proactive Portfolio Changes
A Client-Centric Value Proposition
Distribution and Cashflow Predictabillity
Personalization with Institutional-Level Portfolios
Differentiate with Value-Added Portfolio Management
Intelligent Allocation® Portfolio Management
A process that compliments the advisor by actively positioning portfolios using data-driven methods to help meet the needs of clients throughout any market conditions.
Our Core Technologies
FINIAT offers a robust suite of advisor solutions ranging from daily
automated trade signaling to customized investment strategy builders.
Intelligent Allocation® Advisor Platform
FINIAT's advisor platform is tactfully designed by well-qualified advisors in order to create the optimal user-experience. Our financial tools provide advisors with a perfect blend of sophistication and ease-of-use.
i-index® Stock SMA & Custom Indexing
Choose from our library of stock SMA portfolios or create your own using any ETFs. Reduce the number of holdings by up to ~90% while remaining aligned with the sector-specific risks of the original portfolio.
Dynamic Exposure
Bitcoin-Sleeves
Take advantage of the potential behind Bitcoin without assuming its entire risk profile. You can now easily incorporate actively-adjusted cryptocurrency exposure into any portfolio.
Adaptability is Key
Financial markets are fluctuating more than ever. Today, optimized investing necessitates a process that constantly monitors subtle market movements to ensure your portfolio adjusts to enable continued growth during dynamic and volatile market conditions.
Our Partnerships
FINIAT is trusted by financial institutions and professionals seeking to distinguish their firm by generating irreplaceable value for their clients.
FAQs
Please use the form on the "Contact Us" page to reach out about a potential partnership.
No. Although FINIAT does take advantage of automation, AI is not used in the process.
While FINIAT's automated trade signaling process is quite complex as well as proprietary, we are able to explain and demonstrate in much greater detail during a scheduled demo.
Financial Intelligent
Allocation Technology
FINIAT is meticulously programmed and designed to bridge the gap between your client's expectations and your capabilities as an advisor.
By leveraging our uniquely developed quantitative engine, FINIAT enables you to provide your clients with the active, highly-customized, institutional-level portfolios they deserve without restriction.
Scalability and accessibility are no longer obstacles. Start providing your clients with their optimal portfolio.
Intelligent Allocation® Portfolio Management
A process that compliments the advisor by actively positioning portfolios using data-driven methods to help meet the needs of clients throughout any market conditions.
i-index® Stock SMA & Custom Indexing
Choose from our library of stock SMA portfolios or create your own using any ETFs. Reduce the number of holdings by up to ~90% while remaining aligned with the sector-specific risks of the original portfolio.
Our Core Technologies
FINIAT offers a robust suite of advisor solutions ranging from daily automated trade signaling to customized investment strategy builders.
Dynamic Exposure Bitcoin-Sleeves
Take advantage of the potential behind Bitcoin without assuming its entire risk profile. You can now easily incorporate actively-adjusted crypto exposure into any portfolio.
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