Finnoto is a versatile financial services software that provides tools for managing client portfolios, tracking investments, and automating financial reporting. Tailored for financial advisors, wealth managers, and investment firms, Finnoto simplifies portfolio management by offering real-time insights into market performance, asset allocation, and risk levels. The platform’s analytics and reporting tools enable advisors to create detailed financial reports and investment summaries, enhancing client transparency and trust. Finnoto’s client management module centralizes client information, making it easy to track communication, account status, and performance history. Integration with major financial data sources ensures accurate and up-to-date information, allowing advisors to make informed recommendations. With customizable dashboards and secure data storage, Finnoto supports compliance with financial regulations while empowering professionals to provide exceptional client service. By streamlining portfolio management and improving client engagement, Finnoto helps financial firms drive growth and deliver value to their clients.
Finnoto Solutions
India
Proprietary
Risk Management
