Behavior Builds Business

Smarter tools for wealth managers.


Finliti delivers two powerful behavioral finance solutions:

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

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? 

Book a demo today and discover how our platform can elevate your client insights.

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