CEO Robert Bandy Interviews with Julie Cooling of RIA Channel at the 2025 Advyzon Conference
October 28, 2025
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Frequently Asked Questions
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FINIAT is designed for financial advisors, RIAs, and family offices looking for scalable, customizable investment solutions and technology.
FINIAT overlays seamlessly with custodians like Schwab and Fidelity, as well as portfolio management platforms such as Advyzon, enhancing existing workflows without disruption.
No. FINIAT is a technology layer, not a custodian or TAMP. We empower advisors with strategies, analytics, and reporting while they maintain full client relationships and custody arrangements.
Yes. Advisors can present FINIAT’s strategies, reporting, and communications under their own brand.
By automating time-consuming tasks like portfolio management, reporting, and client communication, advisors free up more time to focus on growth and deepening client relationships.
FINIAT combines institutional-grade portfolio construction with AI-powered reporting, all wrapped in a customizable, advisor-first framework.