Behavior Builds Business
Behavior Builds Business
Smarter Tools for Wealth Managers
Retain and grow business with Finliti's personality-power-tools.
The FIPI Framework
The FIPI Framework
Build client trust
Increase client retention
Increase AUM together with your client
FIPI Trading API
FIPI Trading API
Counteract emotional biases
Reinforce rational financial actions
Automate personalized strategies
ProfitTaker API
ProfitTaker API
Allows end-clients to seamlessly access their portfolio distributions in a tax efficient way
Reduce administrative burdens
🎮 web2 and web3 Virtual Education
🎮 web2 and web3 Virtual Education
White label knowledge-base
Enhance product visibility
Supported By
Supported By
Advisor Beta Launch
Advisor Beta Launch
Market News
Market News