Business introduction
Scale and automate investment management
Fingage® is a digital platform offering RIAs the tools to scale and streamline their business. Automate tax-loss harvesting, transition tax management, financial planning, portfolio management and trading - all from a single platform
Fingage® is a digital platform solving some of the most complex investment problems with smart and scalable technology to help advisors grow their business and help investors reach their goals.
Fingage Solutions
Fingage Platform
Scale your retirement practice with Fingage’s unique technology. Fingage® helps you bring a smart robo-advisor to the masses. Thanks to our unique technology, we bring personalized portfolios and dynamic asset allocation glide paths to every plan participant without any risk questionnaires. This allows you to offer plan participants managed accounts on an......
