Finkit offers a variety of standalone, fully integrated platforms designed to address the specific needs of different financial services sectors:

• Wealth Management: Manage client portfolios, investments, and reporting with a single, user-friendly platform. All-in-one functionality and scalability cater to independent wealth management businesses and growing teams.
• Risk Management & Compliance: Ensure regulatory compliance and mitigate risk with a comprehensive suite of tools designed for investment firms and CFD brokers. This includes functionalities for:
  • Risk Management
  • IFRS Prudential Reporting
  • Transaction Monitoring
  • Regulatory Reporting
  • Reconciliation (client funds, PSP transactions, EMIR/MiFIR trades)
  • CRS Reporting
  • Accounting

• Choice and Flexibility: Select the platform that best suits your specific business needs, whether it’s a standalone solution or integrated with other Finkit components.
• Streamlined Operations: Eliminate data silos and manual processes for enhanced efficiency.
• Scalability and Growth: Accommodate your growing business needs with a platform that adapts and scales with you.
• Industry-Specific Functionality: Leverage functionalities specifically designed for your financial services sector.

Contact us today to discuss your financial services platform needs and discover how Finkit can empower your business!