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.

Finlayer automates advisors’ daily workflow

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

Complete and automated end-to-end solution

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

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