Smart Tools for Financial Advisors

See everything your clients need — automated, unified, and ready for decision making.

How It Works

Four simple steps to better client advisory

Banking, pensions, investments — all in one place.

Get a full picture of your client's financial health.

Spending patterns, risk detection, and forecasts.

Share reports, recommendations, and plans.

Enterprise-grade features for financial institutions

View all client accounts in one unified dashboard with real-time synchronization.

Real-time tracking of investment portfolios and performance metrics.

Comprehensive tax and pension reporting for clients with automated calculations.

Generate professional reports for client meetings in multiple formats.

Actionable insights prepared for client consultations and reviews.

Encrypted communication with clients and team members for sensitive discussions.

Perfect for various advisory practices

Manage multiple clients efficiently with comprehensive tools and insights. Scale your practice without scaling your workload.

Scale your operations with enterprise-grade advisory tools. Collaborate seamlessly across teams and departments.

Comprehensive wealth management for high-net-worth families. Multi-generational planning and reporting capabilities.

Financial planning tools for retirement and estate planning. Scenario modeling and projection capabilities.

Unified Client Dashboard

Automated Portfolio Updates

Secure Document Sharing

Faster Client Onboarding

Join thousands of advisors already using Finerty to serve their clients better