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Behavior Builds Business

Retain and grow business with Finliti's personality-power-tools.

Finliti delivers two behavioral finance integrations →

For Registered Investment Advisors

Effortless Email Integration

Seamlessly deliver personalized investor insights—no extra tools needed.

✅ Simple Setup | Just enter your client’s email and name.

✅ Instant Value | Generate branded reports with actionable insights.

✅ No Barriers | No complex logins or extra platforms—just results.

For Enterprises

Enhance your CRM with investor personality insights—fully branded for your firm.

🔹 Embedded & Secure: Access through your Salesforce portal.

🔹 White-Label Ready: Your branding, your experience.

🔹 Scalable: Streamline client engagement and decision-making.

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