Enterprise

Login

Get started

Enterprise

Login

Get started

The Finliti Enterprise Solution

Understand Risk, Reap the Rewards.

request a demo
request a quote

The Finliti™ Enterprise Solution

Personality driven financial portfolio empowerment tool.

request a demo
request a quote

WHAT WE OFFER


Finliti Investor
Profile Indicator (FIPI™)

Enhanced KYC capability and
bespoke data insights.

Virtual
Education

Custom curriculum with engaging simulations.

Portfolio
Construction

Disciplined models in a scalable process.

RETENTION

Build meaningful relationships with your customers. Interact with your key target demographic by providing tools, support, and structure to meet their financial goals.

RETENTION

Build meaningful relationships with your customers. Interact with your key target demographic by providing tools, support, and structure to meet their financial goals.

HOW IT WORKS


ENGAGEMENT

Let your customers try before they “buy”. Education modules allow them to master complex concepts around products, leveraging their skills and increasing commitment to financial goals.

ENGAGEMENT

Let your customers try before they “buy”. Education modules allow them to master complex concepts around products, leveraging their skills and increasing commitment to financial goals.

SEE IT IN ACTION


Watch the video below to learn how Finliti tools help your customers achieve sucess.

WE HELP YOU ACHIEVE RESULTS


Enhance KYC accuracy during assessment.

KYC ENHANCEMENT

Targeted per-customer-curriculum covering “need to know” topics.

EDUCATION

FIPI’s advanced customer insights reduce risk and liability.

RISK REDUCTION

Front and back-end integration allow seamless access to Finliti tools.

INTEGRATION

Finliti provides regular curriculum updates to further engage customers with your product shelf.

UPDATES

Monetize small accounts while delivering valuable guidance to build trust and loyalty with customers.

LOYALTY

The Finliti Investor Profile Indicator (FIPI™)

The Finliti Investor Profile Indicator (FIPI™) is a psychometric assessment and interactive feedback platform that helps investors understand how they allocate attention, make decisions, and react to important market events.

The FIPI™ assesses four investing-related traits:

These traits were identified in original studies examining the beliefs, preferences, emotional experiences, and behavioral tendencies of self-directed investors.

FIPI’s feedback helps self-directed investors better understand their unique tendencies, strengths, and weaknesses so they can allocate effort in the areas most important and useful for them.

The FIPI™ is the culmination of considerable research and development. To our knowledge, the FIPI™ is the first and only psychometric assessment purposely designed to comprehensively assess how self-directed investors differ from one another.

LEARN MORE
Learn more

Understand Risk, Reap the Rewards.

Secure Integration

Get the latest market insights.

Keep up with the news. Unsubscribe at any time.

Success!

Your subscription has been received.

Close
Close

Have Questions? Contact us 

Follow Finliti

Terms of Use

Privacy Policy

About Us

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from Youtube
Vimeo
Consent to display content from Vimeo
Google Maps
Consent to display content from Google