Close more deals with speed
Equip private wealth managers and banks seamlessly
Make customer happy faster and build loyalty with our proprietary Allocation Intelligence
Trusted by advisors at 15+ firms
What We Do?
We help banks and private managers grow, organically
Identification
Our wealth tech platform allows banks and financial advisors to efficiently consolidate their clients' mutual fund and stock portfolios, making it easy to identify all holdings in one place.
Prioritization
We help you prioritize key client accounts based on portfolio performance, allowing you to focus on what matters most and keep your clients satisfied.
Outreach
Enhance client loyalty by using our platform to engage with your clients faster and more effectively, building stronger relationships and increasing satisfaction.
how we do it?
enhancing efficiency for bank and wealth managers
Identification
Our platform enables wealth advisors to easily consolidate client portfolios, including mutual funds and stock investments. Using advanced search filters, advisors can quickly identify and group clients based on specific financial criteria, investment behavior, and portfolio needs.
Prioritization
Once identified, our system automatically prioritizes client portfolios that need immediate attention, ensuring that advisors focus on high-impact areas. Our proprietary algorithm ranks portfolios based on market trends, performance metrics, and client-specific goals, helping advisors deliver personalized insights.
Engagement
With our platform, advisors can initiate seamless client interactions tailored to each client’s portfolio needs. The platform provides customizable outreach templates, personalized investment reports, and automated follow-ups, ensuring timely communication and enhanced client satisfaction. Advisors can effortlessly manage client relationships, ensuring loyalty and trust are built over time.
Secure connections with 45 mutual funds and 2 stock brokers
Share read only access to your investment accounts to get personalised information based on your asset allocation and stock holdings.
portfolio management made easy for your customers.
Optimizing your portfolio is a time consuming job. We will do the heavy lifting for you and provide specific information which matters to you.
used by more than 1100 investors
We’re used by thousands of investors and a few portfolio managers in India, who rely on Finark to get personalised information on portfolios over 20 crore of assets.
Free Portfolio InformationFeatures
See all your assets in one place
Aggregate your net worth and visualise your entire portfolio allocation in a single view. (Graphics around it)
Measure your portfolio strength
Our information intelligence engine is a multi layered system which provides Portfolio specific information based on financial data and latest economic insights.
Identify risk and problem
Finark monitors the economy and notifies you when risks come up in your portfolio.
Allocation Intelligence™ Engine that analyzes critical factors.
Let our Allocation Intelligence™ Engine dissect your specific asset allocation from an information perspective which helps you make better decisions.
Automated insights powered by our proprietary Allocation Intelligence™
Optimising your portfolio is a time consuming job. We will do the heavy lifting for you and provide specific information which matters to you.
360° portfolio intelligence
With hyper personalized information guided by our “Information Intelligence Engine” for better investing decision making.
Add top performing ETFs
View a list of the highest returning, diversified ETFs according to our Information Intelligence Engine.
our API's
For those who wish to build their own platform, our robust API allows seamless integration with existing systems.
Different ways to integrate and import MF holdings
Holdings data structure
Sample holdings data
Implementation details for standard integration (SDK + API)
Expose NAV/Factsheet through the APIs
Pricing
We offer flexible pricing plans designed to meet the unique needs of banks and financial advisors. Our pricing is tailored to the size of your client base and the level of service you require.
Basic
Individual wealth managers looking to consolidate client portfolios efficiently.
- Access to portfolio consolidation tools
- Basic performance analytics
- Limited client accounts (Up to 10)
- Price: Upon request
Pro
For mid-sized teams in banks and wealth advisory firms seeking advanced tools to enhance client satisfaction.
- Advanced analytics and reporting
- Unlimited client accounts
- Priority customer support
- Price: Upon request /month or /year
Enterprise
For large teams or organizations that need full-featured solutions to drive client loyalty.
- Custom integrations with existing systems
- Dedicated account manager
- White-labeling options
- Price: Custom pricing based on requirements
Ready to get started?
try for free now
You can get started right now with our 14-day free trial. Get a free personalized financial information intelligence on your portfolio in a minute.
Free Portfolio Information