Fintso Partner

Evolve & Grow with our Digital Wealth Platform-as-a-Service

Our integrated digital wealth management platform enables modern financial advisors to evolve and adapt to an ever-changing financial landscape while retaining their own identity, brand and ARN.

MAKE YOUR PRACTICE DIGITAL NATIVE

• Cloud Native – Access 24x7 through web and mobile
• Scalable – Expand fluidly based on your demand using Serverless AWS Cloud
• Intelligent – Outsource operations to our bots and machine learning algorithms
• Secure – Back up your business securely to the cloud

Retain your identity and do more through the client app

• Your brand identity
• Transaction approvals
• Push notifications for product information and advisory
• Dashboards and portfolio reporting
• Family level consolidation

TRANSFER ASSETS TO YOUR OWN ARN

AMFI has now allowed sub-brokers to transfer assets to their own ARNs. If you are a sub-broker, this may result in increased revenue for you. Our team is equipped to assist you with this migration.

WIDEN THE PRODUCT OFFERING FOR YOUR CLIENTS

Grow your business even through existing clients

• Access world class research and marketing support
• Offer multiple products through one platform
• Address more client needs, increase share of wallet

Increase opportunities and diversify

• Start small, invest in tranches into themed baskets
• Diversify risk for investors and you
• Access companies and brands clients know and use

POWER YOUR ADVISORY CAPABILITIES

Actionable insights with our proprietary research and advisory

• Strategic, tactical and event based advisory
• Asset allocation and fund selection
• Model portfolios based on client needs
• Data analytics to monitor portfolios
• Share views, fact sheets and collateral with your branding
• Enhance your knowledge with curated study courses

PROTECT YOUR CLIENTS’ DATA

State-of-the-art data security and privacy protection

• Hosted securely on Amazon’s AWS Cloud (with AWS logo)
• OTP and biometric protected
• Data is encrypted and anonymized + SSL secured
• Every transaction validated by the client
• Family accounts access control
• Strong privacy policy, data never shared externally without consent

START SEAMLESSLY

Adapt without disruption Step 1 – Sign up using your own ARN and credentials Step 2 – Migrate clients and their transaction history with our team’s assistance Step 3 – Mirror your organisation’s structure and enable clients’ app logins Step 4 – Add new clients, transact, generate portfolio statements, and leave the reconciliations to our bots