Scale and automate
investment management
Fingage® is a digital platform offering RIAs the tools to scale and streamline their business. Automate tax-loss harvesting, transition tax management, financial planning, portfolio management and trading - all from a single platform.
Request a DemoTechnology Driven Investment Solutions
Turnkey
Scale your business using a one-stop platform offering automated solutions from financial planning to tax loss harvesting, tax transition management, portfolio management, trading, and reporting with full integration into all major custodians.
Automated Tax Management
Add custom and automated tax loss harvesting to any model portfolio and create client-specific tax and cash management startegies. Let Fingage monitor your clients' accounts on a daily basis and be informed of deviations from models or automate trading.
Planning and Reporting
Bridge the gap between financial planning and account management using a model-specific monte carlo engine to perform financial planning, and scenario analysis. Generate account performance and progress-to-goal reports without leaving the platform.
Model Marketplace
Access model portfolios or create, customize, and distribute your own models to other investment advisors within or outside your organization.
Personalized Solutions
Personalize model portfolios with equity sleeves, ESG, direct indexing startegies and offer clients objective-based models such as personalized target date portfolios.
Client Portal
Invite clients to access their accounts, view their progress, and update their personal information on a dedicated client portal and sync your clients' data with a CRM.
Model Portfolio Providers
Integrations
Clients
Partners
Our universal and scalable technology allows you to offer advisors personalized model portfolios with sleeves, direct indexing strategies, tax-loss harvesting, and transition tax management to facilitate model adoption.
Learn MoreAdvisors
Fingage helps you grow your business by automating and streamlining your daily workflow. Create and personalize model portfolios, on-board clients, manage their accounts and their tax liabilities, perform scenario analaysis and financial planning - all from a single platform.
Learn MoreEmployers
No matter who is your 401(k) provider, Fingage can work with your plan advisor and your recordkeeper to offer your plan participants personalized target date portfolios and an intuitive managed account product to help them make the most of their 401(k) plan.
Learn MoreOur Team
Built by an experienced investment team
