Finesse is a comprehensive system for RIAs, featuring a dedicated module for fee management and collection. The platform creates and stores advice records, ensuring compliance with regulatory requirements.
The Finesse team is proactive and responds promptly to queries, while also welcoming feedback to enhance the value for all stakeholders.
Dilshad Billimoria, Dilzer Consultants
The compliance effort at our firm has gone down considerably. I can easily access records of all advice sent to Clients at one go, making audits seamless. They continuously improve the platform and explore new business opportunities for their partners.
Jayanth Nanjappa- 90-10 Financial Planners
Finesse as a platform is very user friendly, intuitive and meeting most of our requirements for our Advisory and Distribution business.
Their platform covers various aspects of wealth management, provides all necessary reports with insightful and informative content and also helps with regulatory compliance by maintaining audit trails of client communication. It’s a great platform for any RIA/MFD.
Jayprakash Pai & Kavitha Jayaraman– WMU
Finesse has made life simpler for everyone at work. It helps me and my team manage all financial products in one place, and they constantly bring new features to help streamline our business practice.
After having tried multiple platforms and software over the years, I found Finesse most suitable to run our RIA practice.
Sathish Padakannaya– 90-10 Financial Planners
Finesse offers a comprehensive suite of features for Investment Advisory, making it an indispensable tool for our practice. The client dashboard and portfolio analysis tool are particularly impressive, offering detailed insights that have significantly enhanced our ability to evaluate performance against benchmarks on real time.
Moreover, the team’s responsiveness to queries is outstanding, helping us to focus on delivering the best possible service to our clients.
Prashant Mishra, Agnam Advisors
I wanted to express my appreciation for the service Finesse provides. In the fast-changing world of investment advisory business, adaptability is key. Finesse has been an invaluable partner, seamlessly incorporating the necessary changes. The multi-asset and multi-product reporting, along with goal reporting and tagging features, have significantly enhanced our reporting capabilities and our ability to deliver personalized insights.
We also value your openness to ongoing improvements, which helps us continually elevate our client offerings.
Arun K Sahoo, Mintbox Advsiory
Finesse is helping us effectively track our client’s investments, manage their portfolios, and much more. We particularly value the ability to view a client’s entire portfolio, including held-away assets and insurance details, all in one place.
Rahul Agarwal, IntyGritty Moneytree