Enterprise – Finliti

The Finliti Enterprise Solution

Understand Risk, Reap the Rewards.

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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.

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