Finkit seamlessly handles all asset classes, from traditional liquid investments to complex illiquid and alternative assets. Gain a holistic view of your entire portfolio with a single powerful tool.

Consolidate and refine data from all corners of your investment universe. Finkit integrates seamlessly with leading data providers like Refinitiv, empowering you with the most up-to-date market information for informed decision-making.

Choose the deployment option that best suits your needs. Leverage Finkit’s secure, high-performance cloud infrastructure or opt for on-premise hosting for maximum control.

Gain a comprehensive view of all asset classes, including equities, fixed income, real estate, private equity, hedge funds, and more.

Finkit empowers you to effectively manage and track illiquid assets, providing crucial insights for informed investment decisions.

Seamlessly integrate with Refinitiv and other leading data providers to access real-time market data and enrich your investment analysis.

Slice and dice your portfolio data across various dimensions, uncovering hidden trends and generating customized reports for superior decision support.

Tailor client dashboards to showcase key performance indicators and provide a personalized client experience.

Automate manual tasks like accounting, reporting, and data consolidation, freeing up valuable time for strategic endeavors.

Benefit from industry-leading security protocols, multi-layered encryption, and compliance with regulations like GDPR.

Finkit empowers you to:

• Focus on Alpha Generation: Ditch time-consuming tasks and dedicate your expertise to uncovering superior investment opportunities.
• Scale with Confidence: Finkit scales effortlessly alongside your growing business, ensuring you have the tools you need to thrive.
• Attract & Retain Top Clients: Impress clients with sophisticated reporting, data visualizations, and a superior digital experience.
• Boost Operational Efficiency: Automate workflows and streamline processes for maximum productivity.

Don’t settle for just any wealth management solution. Choose Finkit and unlock the full potential of your wealth management practice.