FINANCIAL INTELLIGENT ALLOCATION
TECHNOLOGIES
What We Do
Differentiating You Through Continuous Data-Driven Portfolio Positioning
Portfolio Management driven by Intelligent Allocation
Technology and automation systematically adjust portfolios to an ever-changing investment landscape, creating layers of value for advisors and clients.
Custom Stock SMAs going far beyond indexing
Proprietary processes to deliver subset consolidated stock portfolios derived from indexes, ETFs, and ETF portfolios, making the complex a reality.
How We Differentiate From Traditional Investment Approaches
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.
How We Make Implementation Easy
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.
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.
