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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. 

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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

Abstract Lines

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 activehighly-customized, institutional-level portfolios they deserve without limitations.

Scalability and accessibility are no longer obstacles. Start providing your clients with their optimal portfolio. 

Financial Intelligent Allocation Technology
 

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

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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.

Intelligent Allocation® Portfolio Management
Learn More
Intelligent Allocation® Advisor Platform
Learn More
i-index® Stock SMA & Custom Indexing
Learn More
Dynamic Exposure Bitcoin-Sleeves
Learn More

Our Core Technologies

FINIAT offers a robust suite of advisor solutions ranging from daily 
automated trade signaling to customized investment strategy builders.

Dark-Background
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. 

Gradient Background
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.

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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 activehighly-customized, institutional-level portfolios they deserve without restriction.

Scalability and accessibility are no longer obstacles. Start providing your clients with their optimal portfolio. 

Dark-Background
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.

Gradient Background
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.

Intelligent Allocation® Portfolio Management
Intelligent Allocation® Advisor
Platform
i-index® Stock SMA & Custom Indexing
Dynamic Exposure Bitcoin-Sleeves

Our Core Technologies

FINIAT offers a robust suite of advisor solutions ranging from daily automated trade signaling to customized investment strategy builders.

Dark-Background
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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