Tailormade Solutions
Fintex's purpose-built tools integrate with your existing systems to streamline operations, simplify compliance, and elevate client reporting. With ongoing support, we keep your platform optimized—so you save time, deliver standout service, and build lasting client trust.
Where Accuracy Meets Agility
Fintex’s Portfolio Calculation Engine is a powerful tool designed to provide advisors with comprehensive, real-time performance breakdowns. Offering advanced calculations across multiple currencies, date ranges, and methods, it ensures that every decision is based on the most up-to-date and relevant data.
With Fintex's Portfolio Calculation Engine, you can empower advisors to make timely, data-driven decisions with comprehensive insights at their fingertips.
Key Benefits
- Comprehensive Performance Metrics – Access detailed analytics and performance breakdowns for informed decision-making.
- Customizable Calculations – Tailor calculations based on client needs, portfolio specifics, and preferred methods.
- Multi-Currency Support – Handle international portfolios with ease by supporting multiple currencies.
- Multiple Calculation Methods – Choose from time-weighted, money-weighted returns, and more.
- Instant Updates – Receive real-time updates with every data change to keep your information current.
- Seamless Integration – Effortlessly integrates with other Fintex solutions for a unified experience.
- User-Friendly Interface – Navigate complex data with an intuitive, easy-to-use interface.
Clarity in Asset Allocation
See the Case StudyStreamlined Reporting and Sharper Insights
Fintex’s Portfolio Insights solution revolutionizes portfolio analysis by offering on-demand, hyper-personalized reports with narrative-driven insights. Delivered in versatile formats such as PDFs, responsive web apps, or video, our solution helps advisors present complex investment data in a clear, engaging, and tailored way.
With Fintex’s Portfolio Insights, you can enhance client communication, streamline reporting processes, and deliver powerful information that drives better decision-making.
Key Benefits
- Simplified Insights – Break down complex data into easy-to-understand insights for clients.
- Personalized Reports – Tailor reports to meet each client’s unique preferences and needs.
- Multiple Formats – Choose from PDF, web-responsive, or video formats to suit diverse client preferences.
- Time-Saving Automation – Quickly generate reports with real-time data, freeing up valuable advisor time.
- Real-Time Commentary – Automatically generated context provides valuable insights and clarity.
- Customizable Design – Align reports with your firm’s branding and messaging.
- Visual Data Representation – Incorporate charts and graphs to make data easier to interpret.
Breaking Silos: Portfolio Oversight & Execution
See the Case StudyYour Centralized Hub for Reliable, Consistent Data
Fintex’s Security Master is a powerful, centralized repository designed to seamlessly integrate operational reference data from market providers, third-party sources, and proprietary databases. It streamlines the management of financial securities and instrument data across all asset classes, ensuring data consistency, accuracy, and compliance.
Fintex’s Security Master offers a reliable, scalable solution to manage complex financial data, enabling your firm to make informed decisions with confidence.
Key Benefits
- Single Source of Truth – Maintain consistent, reliable security data across your entire organization.
- Time-Saving Automation – Reduce the time spent on data reconciliation and correction.
- Error Minimization – Eliminate discrepancies and errors associated with inconsistent data.
- Compliance-Ready – Ensure data meets all regulatory and compliance standards.
- Data Aggregation – Centralize data from both internal and external sources for a comprehensive view.
- Standardized Formats – Keep data uniform and consistent across all platforms.
- Real-Time Updates – Receive up-to-the-minute changes and additions to your data.
- Comprehensive Record-Keeping – Track and document all data changes for audit and compliance purposes.
- Scalable – Easily accommodate new asset classes and data types as your business grows.
Crafting Proposals with Ease
See the Case StudyFlexibility at Your Fingertips
Fintex’s Client Portal empowers firms to create tailored, client-centric experiences that enhance engagement and streamline operations. Managed from a centralized location, it offers secure, real-time access to account data, portfolio performance, and investment insights, all while reflecting your unique brand identity.
With Fintex’s Client Portal, you get a flexible solution that grows with your business while delivering the tools needed to strengthen client relationships and streamline day-to-day operations.
Key Benefits
- Customizable Branding – Align the portal with your firm’s identity for a seamless client experience.
- Enhanced Communication – Improve transparency and foster better relationships through real-time updates and secure messaging.
- Simplified Administration – Easily manage user access across different client groups with minimal effort.
- Scalable – Adapt the portal to meet the needs of growing client bases and evolving business requirements.
- Personalized Themes & Layouts – Tailor the look and feel to match your business needs.
- Real-Time Portfolio Access – Clients can view up-to-date investment performance anytime, anywhere.
- Secure Document Sharing – Effortlessly share and store important files with your clients.
- Mobile Optimization – Ensure a smooth, responsive experience on smartphones and tablets.
An Intuitive Investing Innovation
See the Case StudyStreamline Fee Analysis, Optimize Revenue, Enhance Advisor Process
Fintex's Fee Consolidation Tool revolutionizes how advisory firms communicate fee structures by automating household-level analysis across multiple programs and products. With built-in approval workflows and customizable AUM-based schedules, it eliminates manual calculations while ensuring fee recommendations align with firm standards and client expectations.
Fintex continuously evolves to meet advisory needs, ensuring your fee management remains sophisticated, streamlined, and client-centric.
Key Benefits
- Household-Level Analysis – Consolidate complex fee structures across all client programs and products
- Approval Workflows – Streamline processes when fees fall below firm recommendations.
- Custom AUM Tiers – Create tailored fee schedules based on assets under management levels.
- Scenario Modeling – Analyze fee impact across different AUM scenarios for strategic planning.
- Client-Ready Outputs – Generate professional digital and PDF reports for transparent client communication.
- Team Collaboration – Share templates and fee structures across advisor teams for consistency.
- Automated Calculations – Eliminate manual fee computations and reduce calculation errors.
- Intuitive Dashboard – Monitor fee performance and client metrics with clear, actionable insights.
