With our Finliti Advisor Solution you can:

Deliver deeply personal investment strategies (KYC)
Leverage behavioral insights to provide tailored guidance that prevents panic selling and aligns the financial plan with your client's goals and core values.

Prove product (KYP) suitability with documentation
Finliti generates additional documentation that aligns with FINRA, SEC, and CIRO regulations — protecting your recommendations.

Strengthen client relationships
Finliti equips you with data-backed insights to connect emotionally with clients, leading to greater loyalty and retention.

Show clear ROI for advisors
Improve retention, reduce errors, and justify your fees by delivering measurable results.

Stand out as a behavioral finance expert
Position yourself as a trusted financial coach who combines psychology with data-driven strategies.