Archived public page for the wealth management platform developed in partnership with an investment bank

2022 Wealth Management - Market Report
Now available to download! Click here
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Enhance advisory experience in wealth management, by bringing efficiency to everyday activities

End-to-end tool that helps financial advisors with their main daily activities for a total focus on relationships and administration of a greater number of portfolios.

Contact us
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Finlayer automates advisors’ daily workflow

Onboarding
Quickly set up personal details, risk profile and account aggregation.
3 hours
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20 minutes
Proposal & Execution
· Create/rebalance a portfolio
· Send automated proposals
· Digital signatures
· Send for execution
3 days
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4 hours
Reporting
Seamless automated and personalized reporting.
1.5 hours
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2 minutes
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Complete and automated end-to-end solution

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Bank aggregation
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Digital signature
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Order execution
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Automatic proposal
and reporting
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Multi asset
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Multi custodian

Want to know more?

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