FINANCIAL INTELLIGENT ALLOCATION®
TECHNOLOGIES
Bringing Value Through Portfolio Technology
Data-Driven Differentiation: Your Edge Against Low Cost Index Providers
Portfolio Management driven by Intelligent Allocation®
A process that compliments the advisor by actively positioning portfolios using a data driven methodology to help meet the constant needs of clients throughout a dynamic market environment.
Single-Stock SMA & Custom Indexing Solutions with iindex®
Choose from our library of stock SMA portfolios, or create your own with whatever ETFs you want to use, reducing the number of holdings by up to 90%* while still closely aligning with the sector specific risks of original portfolio.
A Differentiated Approach to Traditional Asset Management
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.
FINIAT Partners With Financial Professionals
FINIAT is for financial professionals looking to differentiate their practice, navigate complex markets, and leverage data-driven strategies to differentiate themselves with clients.
Implementation Made Easy
All of our solutions are designed with ease of implementation as a focal point throughout the entire process. Whether you’re an advisor that does their own trading, you manage a firm with its own trade desk, or maybe even want it traded for you, we have a solution for you
A Differentiated Approach to Traditional Asset Management
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.
FINIAT Partners With Financial Professionals
FINIAT is for financial professionals looking to differentiate their practice, navigate complex markets, and leverage data-driven strategies to differentiate themselves with clients.
Implementation Made Easy
All of our solutions are designed with ease of implementation as a focal point throughout the entire process. Whether you’re an advisor that does their own trading, you manage a firm with its own trade desk, or maybe even want it traded for you, we have a solution for you
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.
