Give your clients
Wealth Intelligence
One platform for all your clients. Less admin, better advice.
Total AUA (Advisor Book)
Net Flows (FY26 YTD)
Active Signals
Total AUA (Advisor Book)
Active Signals
Net Flows (FY26 YTD)
Workflow built for advisors
From client onboarding to portfolio review, streamlined in three steps.
Seamless Onboarding
Invite clients to connect. Fast, secure, and friction-free data collection.
Analyze Portfolios
Track allocation and performance across portfolios. Structured insights, without the manual crunching.
Collaborative Reporting
Share secure, read-only views. Professional reports that keep everyone aligned.
Everything you need to manage client wealth
Multi-Client Dashboard
All your clients in one view. Filter by AUM, risk profile, or review status. No more switching between spreadsheets.
One-Click Reports
Generate portfolio reviews, performance summaries, and allocation reports. White-label ready. PDF or interactive.
Audit Trail & Controls
Action logging, permissions, and encryption built for professional workflows. Advisors stay in control and clients stay informed.
Client Portal
Give clients their own secure login. They see what you share: read-only, always current, beautifully presented.
Advisors Portal
Your improved client relationship starts here.
Why advisors choose Finest
Spend less time on busywork
Stop manually consolidating data from multiple sources. Finest aggregates everything automatically so you can focus on advising, not admin.
Deliver a premium experience
Give your clients a modern, polished portal where they can see their wealth clearly. The kind of experience that builds trust and retention.
Built for oversight
Action logs, encryption, and role-aware access patterns. Stay confident as you scale your practice.
Client data, handled with care.
Ready to elevate your practice?
One platform for client portfolios, reports, and collaboration. Join the waitlist.
Early access•Limited spots