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 opt-out basis to increase adoption and help all employees achieve their retirement goals.

Serve all your plan participants in any plan
Turnkey
Roll out the managed account program with no hassle to you or the plan sponsor. We coordinate with the recordkeeper and communicate with participants to meet your clients needs'.

Auto-Enrollment
Our smart robo-advisor can auto-enroll all participants in our Qualified Default Investment Alternative "QDIA“ program without any risk questionnaire to help all participants achieve their retirement goals.

Holistic investment advice
Our personalized portfolios are based on more than just age. The full financial situation of each participants is taken into account without any subjective input from the participant.

Customizable
We help you customize the managed account program to use the plan's existing fund line-up and any other glide path assumptions or research so each program meets the needs of plan participants.