Financial Intelligent Allocation Technology
Dynamic Markets Require a Dynamic Approach
Our data analytics-driven solutions differentiate us from traditional investment management. We use proprietary signaling algorithms to make timely portfolio adjustments designed to mitigate risk and optimize long-term returns.
What We Do
In today’s dynamic markets, adaptability is key. We specialize in portfolio management, utilizing complex algorithms to execute automatic adjustments. Our approach centers on optimizing risk-adjusted returns, ensuring your clients can appreciate the value you bring.
See what a partnership with FINIAT can do for you
Easy Implementation
With the choice of DTT (Direct To Tradedesk) through the IA platform or FTS (Finiat Turnkey Solution) that includes trading, billing, and reporting, implementation is simple and available with your current custodian.
Higher Net Worth / Institutional
FINIAT’s Intelligent Indexing (iIndexing) applies the benefits of direct indexing to full ETF portfolios. These strategies harness our proprietary consolidation algorithms, pooling stocks from selected ETFs into a refined stock set. This process ensures your portfolios mirror the diversified risk and sector exposure of the original ETFs, including the added benefits that single stock SMAs offer of stock screens and tax loss harvesting.
Passive Has Issues
Capturing the full loss of the market without a plan for making timely adjustments can be costly. Meaningful activity can be defined as actively repositioning portfolios to different areas of the market to try and avoid the worst areas.
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.