Financial Intelligent Allocation Technology

Active portfolio adjustments for investment professionals allowing them to be confidently invested through various markets and differentiate themselves with value-added portfolio management.

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.

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.

See what a partnership with FINIAT can do for you 

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.

Beyond ETF Portfolios

FINIAT’s Intelligent Indexing (i-indexing) 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.

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 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.