Portfolios with purpose.
A defined portfolio purpose connects your client’s objectives with the framework that guides ongoing investment management.
Explore strategies ↗The Advisor EcosystemDistinct capabilities.
Distinct capabilities.
One connected ecosystem.
FINIAT connects portfolio strategies, systematic investment management, and advisor technology around your practice. Together, these capabilities support portfolio design, ongoing management, and informed client conversations—with your judgment and client relationships at the center.
The capabilities work togetherOne connected ecosystem.
One connected ecosystem.
Your relationship at the center.
Select a capability to see how it supports the others—and your practice.
YOU / THE ADVISORYour judgment. Your client relationship.Your clients’ goals
at the center
at the center
Portfolio purposeFINIAT Strategies↗
Analysis + proposalsPortfolio Modeling↗
Systematic managementIntelligent Allocation®↗
Portfolio insightsAmplifi↗
Optional · ETF-to-SMAIntelligent Indexing®↗
Follow the connections01 / 07
Previous
Next
01 / Client priorities → Portfolio design
Client priorities shape the portfolio.
You establish what the portfolio needs to accomplish. That context guides strategy selection, portfolio modeling, and any personalization you explore with FINIAT.
WHAT CONNECTS HERE
The client’s goals, liquidity needs, time horizon, and investment preferences.
WHAT THIS ENABLES NEXT
A clear objective for comparing portfolio choices and developing your recommendation.
WHAT YOU BRING BACK
New priorities or questions you uncover through the client relationship.
THE VALUE IN THE CONNECTIONYour understanding of the client gives the investment framework its purpose.
Connections illustrate how the capabilities support the advisor’s work. AI-generated insights require advisor review; Intelligent Allocation® uses systematic rules, not AI. Investing involves risk, including loss of principal.
Explore the componentsConnected by design.
Connected by design.
Built around your practice.
Capabilities that connect.
Modeling supports the recommendation. Intelligent Allocation® manages within the framework. Amplifi helps turn portfolio activity into context for your conversations.
The relationship stays yours.
You bring the judgment, understand the client’s priorities, and guide the conversation. FINIAT supports you behind the scenes as needs evolve.
Discuss your practice ↗Let’s put the process to workYour expertise.
Schedule a Conversation ↗Your expertise.
Our capabilities behind you.
See how FINIAT’s investment management and advisor technology could support your firm, simplify your workflow, and complement the way you operate.