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Build Trust. Deliver Results. Scale Efficiently.
Innovative Portfolio Management Technologies for the Forward-Thinking Advisor.
VISION
Our mission at FINIAT is simple: to help advisors attract and retain high-net-worth clients
FINIAT is a portfolio management tech provider committed to empowering advisors with a comprehensive, start-to-finish suite of portfolio management solutions designed to streamline and enhance client engagement and establish advisor value.
FINIAT’s proprietary technologies leverage algorithms, quantitative methods, and automation, enabling advisors to easily build, manage, and explain hyper-personalized investment strategies at scale.
Our Technologies
All of our technologies can be customized and white-labeled to fit your firm's needs.
How is FINIAT Used?
FINIAT technologies can be used as independent tools or collectively to serve as a personal quant, private TAMP, or customizable OCIO depending on the size and needs of your firm. Whether you are a breakaway advisor or part of a large RIA, FINIAT technologies are thoughtfully designed to facilitate a common goal: attract and retain high-net-worth clients through a superior investment experience.
Intelligent Design: Interactive Portfolio Builder
This interactive portfolio construction tool allows advisors to create highly-customized portfolios through an engaging experience with clients. Using a sophisticated questionnaire with a user-friendly interface, advisors can work with each client to generate tailored portfolios, providing a more personalized solution for those dissatisfied with generic model portfolios.
Intelligent Allocation®
Tactical Quant Strategies
The heart of FINIAT’s platform, IA is a data-driven engine that adjusts portfolios dynamically across asset classes to keep client goals on track amidst fluctuating markets. Using advanced algorithms, IA identifies market regimes and calculates optimized asset allocations, balancing risk management and market participation for superior risk-adjusted returns.
Intelligent Indexing:
ETF-to-SMA Replication
Unlike traditional direct indexing, I-Indexing condenses ETFs or entire ETF portfolios into an efficient subset of individual stocks, reducing portfolio drag while maintaining the integrity of the sector weights and risk profile of the original source ETF(s). I-Indexing supports ESG and faith-based investment strategies, tax-efficiency, and extreme customization—perfect for engaging high-net-worth clients.
Intelligent Insights: Automated Portfolio Analytics
FINIAT’s Intelligent Insights provides automated reports that not only summarize portfolio performance, but also provide a transparent narrative explaining when and why portfolio changes were made. This allows the advisors to easily and effectively articulate the value-added through their management while fostering deeper client trust, confidence, and engagement.
Who We Serve
No matter your firm size or structure, FINIAT delivers the financial technology and expertise needed to elevate your practice and empower your success.
Independent & Breakaway Advisors
Breaking away from a wirehouse or brokerage? We provide the technology and support needed to establish and scale your independent practice. Many smaller firms find extreme value in our OCIO services which allow the advisor to devote more time to developing the advisory.
About Us
FINIAT is a financial technology startup that officially launched in 2022; however, our technologies are built upon the foundation of years of high-level experience, research, and experimentation from our Founder & CEO, Robert Bandy.
Our team now consists of a skilled team of financial professionals with diverse experience and expertise spanning across backgrounds in quantitative finance, algorithms, business law, programming, consulting, investment banking, and more.
Our Partners
FINIAT technologies are trusted by financial institutions and investment professionals seeking to benefit their clients and distinguish their firm through value-adding services.
