Wealth & Asset Tech

    Investment Management

    Build a high-end investment platform. From automated robo-advisory to fractional asset trading, provide your users with sophisticated wealth management tools.

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    Management / 01

    Sophisticated Portfolio Management

    Give your users professional-grade tools for managing multi-asset portfolios. Real-time tracking and analytics provide the insights they need.

    • 01Multi-asset support (Equity, FX, Crypto)
    • 02Real-time P&L & performance tracking
    • 03Advanced asset allocation analysis
    • 04Historical performance data feeds
    • 05Customizable investor dashboards
    • 06Automated rebalancing alerts
    Sophisticated Portfolio Management — FINx1 platform

    Advisory / 02

    AI-Driven Investment Advisory

    Scale your advisory services with our automated robo-advisory engine. Deliver personalized investment strategies based on individual risk profiles and goals.

    • 01Digital risk profiling tools
    • 02Model portfolio management
    • 03Automated trade execution
    • 04Tax-loss harvesting algorithms
    • 05Goal-based investment tracking
    • 06Smart rebalancing engine
    AI-Driven Investment Advisory — FINx1 platform

    Trading / 03

    Fractional Asset Trading Engine

    Make high-value assets accessible to everyone. Our fractional trading ledger allows retail users to invest in shares of expensive assets with minimal capital.

    • 01Fractional share ledger system
    • 02Dividend distribution automation
    • 03Real-time order routing & execution
    • 04Integrated custody solutions
    • 05Low-latency market data feeds
    • 06Technical analysis integrations
    Fractional Asset Trading Engine — FINx1 platform

    Compliance / 04

    Regulatory Compliance & Reporting

    Navigate global regulations with ease. Our platform includes built-in reporting and monitoring tools to ensure your operations remain compliant.

    • 01MiFID II & SEC compliant reporting
    • 02Suitability & appropriateness tests
    • 03Automated client statements
    • 04Transparent fee disclosures
    • 05Audit-ready transaction logs
    • 06Integrated KYC/AML for investors
    Regulatory Compliance & Reporting — FINx1 platform

    Why it works / In numbers

    Designed for outcomes.

    0124/7Market Access

    Continuous trading and monitoring capabilities across global financial markets.

    02x5Lower Entry Barrier

    Fractional trading reduces minimum investment requirements by up to 90%.

    03100%Digital Onboarding

    Rapid, paperless account opening with integrated risk assessment.

    Your next release / Start here

    Put the product
    in customers’ hands.

    Bring the proposition. We’ll show you the shortest credible route from concept to a governed, live service.

    30 minutes · No generic sales deck