Book a Demo ↗☰Quantitative portfolios and connected advisor technology—working together to manage investments, explain decisions and help advisors deliver a more valuable client experience.
Connected portfolios. Clear conversations.
A more prepared advisor.
A clear purpose.
A disciplined portfolio.
Explore a long-biased, signal-responsive investment process that seeks market participation with flexibility to adapt exposure. Each strategy gives that process a defined portfolio role.
Explore investment strategies ↗Make the process
work for your practice.
Connect portfolio management to holding-level insights and clear client conversations. Add ETF-to-SMA customization when a client needs a more personal implementation.
Explore the technologies ↗One relationship. A connected process. Follow an illustrative prospect-to-client journey—and see how the same framework supports the clients already in your book.
“Does my portfolio still fit where I want to go?”
A prospect brings the question. You bring the guidance.A prospect brings you an existing portfolio. Select a FINIAT strategy or customize an ETF portfolio around their needs. Modeling and analytics help you compare existing and proposed investments, illustrate the differences and generate a personalized proposal.
##INLINE30####INLINE3##Next, you and your client select a pre-built FINIAT model—or work with FINIAT to customize one, defining the ETF universe and minimum and maximum exposures. From there, FINIAT’s proprietary algorithms govern allocations within those boundaries, reacting to market indicators as conditions evolve.
A dynamic portfolio. A disciplined, explainable framework.Intelligent Allocation®Markets move. A holding changes. Your client has a question. Amplifi creates AI-powered portfolio insights explaining what happened, when, why and how it affected the portfolio—giving you context to review and bring into the conversation.
Less preparation. More room for your expertise.Amplifi / advisor-reviewed insightsBring the conversation back to the client’s life. Address questions, revisit changing needs and refine the approach when appropriate. The same connected framework supports the next review—and the next relationship.
You remain the guide. The process keeps supporting you.Your judgment + the client relationshipEach conversation adds context.
The next cycle starts with you.
FINIAT supports the process. The client relationship stays with you.
A clearer understanding of their investments and the decisions behind them. More informed conversations that help clients feel included and can strengthen confidence in your guidance.
A repeatable framework for personalized advice. Less time managing allocations and assembling explanations, with more capacity for client relationships, prospecting and growth.
Illustrative workflow, not an actual client account or a promise of outcomes. Portfolio management follows the applicable mandate. AI-generated insights require advisor review. Investing involves risk, including loss of principal.
Intelligent Indexing is an optional custom indexing capability for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with tax considerations, ESG or faith-based preferences, or concentrated holdings.
It converts ETF exposure into a customized SMA using a selected set of the source ETF’s holdings. Omitting many of the smallest positions creates a more focused portfolio that seeks to closely replicate the original risk profile and sector exposures.
ETF portfolios remain FINIAT’s core offering. A customized SMA adds flexibility when a client’s needs call for it.
Explore Intelligent Indexing ↗Best Innovation in Portfolio Management
Award announcement ↗Innovation in Portfolio Management
Technology Provider: Portfolio Analytics · Technology Provider: Direct Indexing
WealthTech Provider of the Year
Recognition includes an award win and finalist distinctions in the years and categories shown. Industry recognition is not a guarantee of investment performance or client experience.
Explore FINIAT’s portfolios and technologies with the team behind them.
Learn More ↗Quantitative portfolios and connected advisor technology—working together to manage investments, explain decisions, and help advisors deliver a more valuable client experience.
Connected portfolios. Clear conversations.
A more prepared advisor.
A clear purpose.
A disciplined portfolio.
Choose from FINIAT’s curated suite of investment strategies or work with us to create a customized portfolio around your clients’ needs. Our proprietary algorithms dynamically manage allocations within defined investment parameters as market conditions evolve.
Explore investment strategies ↗Make the process
work for your practice.
Compare portfolios, illustrate recommendations, and create personalized proposals. Instantly turn portfolio activity into clear, timely insights for client conversations. Add optional ETF-to-SMA customization for UHNW individuals or clients with more complex needs.
“Does my portfolio still align with my goals?”
“What do you offer that my advisor doesn’t?”
A prospect brings the question. You bring the guidance.A prospect brings you an existing portfolio. Select a FINIAT strategy or customize a portfolio around their needs. Our proprietary modeling and analytics capabilities help you compare existing and proposed investments, illustrate the differences, and generate a personalized proposal in seconds.
You bring the judgment. FINIAT helps you present the case.Portfolio modeling + personalized proposalsNext, you and your client select a pre-built FINIAT model—or work with FINIAT to customize one, defining the ETF universe and minimum and maximum exposures. From there, FINIAT’s proprietary Intelligent Allocation® algorithms govern allocations within those boundaries, reacting to market indicators as conditions evolve.
A dynamic portfolio. A disciplined, explainable framework.Intelligent Allocation®Markets move. A holding changes. Your client has a question. Amplifi instantly creates AI-powered portfolio insights explaining not only what happened, but also when, why, and how it affected the portfolio—giving you context to review and bring into the conversation.
Less time spent on preparation. More time building your practice.Amplifi / advisor-reviewed insightsGrowth equity ETF exposure moved from 35% → 25%. Short-term Treasury ETF exposure moved from 15% → 25%.
The allocation changed on May 14.
Momentum weakened and volatility increased. The algorithms responded within the portfolio’s established limits.
10 percentage points shifted from equities to short-term Treasuries. Equity exposure fell; Treasury exposure increased. This does not eliminate risk.
Animated, prewritten example · not live data or actual AI output. No return or risk-reduction result is implied. Advisor review required.
You lead the client relationship. FINIAT works in the background, supporting portfolio design, ongoing management, and informed conversations. Each conversation adds context to your next recommendation, helping you refine the approach as client needs evolve—and build on the process with every review.
Your relationship. The FINIAT Ecosystem supporting you.Your judgment + FINIAT supportA clearer understanding of their investments and the decisions behind them. More informed conversations that help clients feel included and can strengthen confidence in your guidance.
A repeatable framework for personalized advice. Less time managing allocations and assembling explanations, with more capacity for client relationships, prospecting, and growth.
Illustrative workflow, not an actual client account or a promise of outcomes. Portfolio management follows the agreed investment framework. AI-generated insights require advisor review. Investing involves risk, including loss of principal.
Intelligent Indexing is an optional custom indexing capability for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with tax considerations, ESG or faith-based preferences, or concentrated holdings.
It converts ETF exposure into a customized SMA using a selected set of the source ETF’s holdings. Omitting many of the smallest positions creates a more focused portfolio that seeks to closely replicate the original risk profile and sector exposures.
ETF portfolios remain FINIAT’s core offering. A customized SMA adds flexibility when a client’s needs call for it.
Concept illustration, not holdings or a conversion recommendation. Customization can change exposures, costs, and tracking. Tax outcomes are not guaranteed.
Best Innovation in Portfolio Management
Innovation in Portfolio Management
Technology Provider: Portfolio Analytics · Technology Provider: Direct Indexing
WealthTech Provider of the Year
Recognition includes an award win and finalist distinctions in the years and categories shown. Industry recognition is not a guarantee of investment performance or client experience.
See how FINIAT’s investment management and advisor technology could support your firm, simplify your workflow, and complement the way you operate.