FINIAT Intelligent Allocation®

Investment Technologies

Driving Value Through Portfolio Technology

Empower Your Portfolio Management with Scalable Algorithmic Processes. Customize and optimize entire portfolios using familiar securities, enabling dynamic adjustments and enhanced client engagement through strategic, data-driven activity.

Intelligent Allocation® Portfolio Management

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.

iindex® Stock SMA & Custom Indexing

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

FINIAT ADV Part 2A Brochure

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.

Performance Disclosure

FINIAT ADV Part 2A Brochure

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.

Performance Disclosure

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.