Behavior Builds Business
Behavior Builds Business
Smarter tools for wealth managers.
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📰 Discover Finliti's Market News 📈
Finliti delivers two powerful behavioral finance solutions:
Finliti delivers two powerful behavioral finance solutions:
For Registered Investment Advisors
Effortless Email Integration
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
Powerful Salesforce Integration
Powerful Salesforce Integration
Enhance your CRM with investor personality insights—fully branded for your firm.
🔹 Embedded & Secure: Access everything within your Salesforce portal.
🔹 White-Label Ready: Your branding, your reports, your experience.
🔹 Scalable & Smart: Streamline client engagement and decision-making.
👉 Want to see Finliti in action?
👉 Want to see Finliti in action?
Book a demo today and discover how our platform can elevate your client insights.
Book a demo today and discover how our platform can elevate your client insights.
Market News
Market News
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