Finnovest
Finnovest offers an efficient, one-to-many investment advisory platform for the non-discretionary advisory industry, providing the ability to advise and execute trading orders to one client at a time. Finnovest’s plat...
About Finnovest
Finnovest offers an efficient, one-to-many investment advisory platform for the non-discretionary advisory industry, providing the ability to advise and execute trading orders to one client at a time. Finnovest’s platform allows advisers to easily generate and disseminate suitable and personalized investment recommendations to numerous clients simultaneously. Clients receive proactive, tailored advice directly on their mobile devices and can execute the recommendations automatically, in real-time, by simply pressing a button. The company’s suitability engine, compliance engine, automatic documentation, and proprietary trading capabilities help boost transactions and total revenue while also providing a professional, proactive, ongoing service designed to increase client engagement and create a perfect advisory experience for customers.
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