Solution introduction

Reinventing investment advisory services

With Finnovest, advisors can generate and disseminate numerous personalized investment advice via mobile devices. All that is left for clients to do is press the “Execute” button

Advisors increase clients' engagement. Clients enjoy better service. Brokerages & banks boost revenue.
Finnovest is using mobile devices to fundamentally change the way investment advisors interact with clients. By enabling tailored advice and automatic execution ability to numerous clients simultaneously, advisors increase clients' engagement, clients receive better service, and brokerages & banks boost transactions. 

Advisor's benefits
Advise all clients in real-time

Market conditions change rapidly. With Finnovest, advisors handling non-discretionary accounts,  can be pro-active and transfer their professional knowledge into personalized recommendations and disseminate it via mobile devices on an ongoing basis. They can advise all their clients when they need them most-in real time.

Clients’ benefits
Receive & execute tailored advice via mobile device

From now on clients receive real-time investment advice tailored to their unique portfolio and needs directly to their mobile device. More over, execution of the multiple orders advised couldn’t be easier - simply pressing a button.

Brokerages' & banks' benefits
Significantly increase transactions

While advisors improve their service by advising numerous clients simultaneously and clients enjoy a one-button easy auto-execution, brokerage firms significantly increase transaction and revenue. It is the definition of a win-win solution.

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