Transform Wealth Management
with FINESSE
Finesse redefines wealth management with powerful workflows designed to elevate your practice.
UNIFIED CLIENT DATA
Bring all client info together, right at your fingertips
MULTI ASSET
Multiple assets, one comprehensive
view.
CRM
Maintain client diaries, notes & history of client communication
HELD-AWAY ASSET
Track client investments outside of your AUM
STREAMLINED PORTFOLIO MANAGEMENT
Streamline Portfolio management with capabilities that matters
COMPREHENSIVE SUITE
Access a full range of tools to manage client portfolio at scale.
IN-DEPTH INSIGHTS
Gain valuable insights with detailed reports and analysis.
DATA-DRIVEN DECISIONS
Base your decisions on data and
analytics.
CLIENT CENTRIC REPORTING
Impress your clients with clear, concise, and professional looking reports.
VISUALLY APPEALING
Generate stunning, professional
reports.
CLEAR & CONCISE
Ensure your clients understand their portfolio performance.
PROFESSIONALISM
Enhance your reputation with top-quality reporting.
RIA MODULE
Manage everything—fees, agreements, compliance—with ease.
FEE MANAGEMENT
From calculation to auto-
collection.
DIGITAL ADVICE REGISTER
Audit trail of client portfolio communications.
AGREEMENT
E-signatures of agreement for Digital Onboarding
THE FINESSE ADVANTAGE
COMPLIANCE ASSURANCE
Optimize compliance, check audit trails and reduce errors with systematic workflows.
EFFICIENCY
Automates tasks and dedicate your precious time to growth and client relationships.
SCALABILITY
Scale and grow without compromising on
quality or service.
SECURE
Protect your clients’ sensitive financial data with our
top-tier security protocols
Built For
Step into a smarter way to manage wealth with our innovative solutions
AUM
PORTFOLIOS
SYSTEM REPLACED
Client Testimonials
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
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Know more about how Finesse can help elevate your practice