Audience
Wealth managers and advisors in need of a solution to improve the execution, monitoring, and reporting of investment operations
About Fintso
The cutting-edge wealth tech platform creates access to valuable industry resources and industry-leading capabilities. Advice, execution, monitoring, and reporting that truly sets you apart. Completely digitize your practice and get the tools that enable you to focus on your clients. Increase the share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favorite global brands, unlocking opportunities for you through portfolio diversification. 53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering corporate FDs from one of the most respected brands in India. Address the growing need of clients to access the stock market. Unique baskets of Indian equities for your clients are executed seamlessly. Take care of your clients’ needs beyond investments.
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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
Fintso
India
www.fintso.com
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Product Details
Platforms Supported
Cloud
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Videos
Support
Phone Support
Online