To improve the experience of every investment advisor and every investor with cutting edge investment solutions.
Fingage® solves some of the most complex investment problems faced by investment advisors. Fingage allows RIAs to automate the management of tax liabilities in their client’s portfolios and to create a large number of model portfolios using easy to manage building blocks. In addition, RIAs can leverage Fingage’s Smart models to offer clients personalized target date portfolios which will continuously adapt to their financial situation over time.