Clients

Mission:

Finnovative, Inc. was founded in 1995 to provide a range of services and products to the investment management community, that will reduce costs, improve efficiency, reduce risk, and be compliant, enabling firms to focus on AUM growth, performance, and investor support

Clients Segments:

Mutual Funds, Hedge Funds, Wealth Management, RIA, Corporate Treasury Management, Manager of Fund Managers, and Insurance Firms

Why Finnovative?

  • Leverage our experience of supporting 80+ investment firms with a 100% Completion Rate
  • Our focus on the industry allows us to anticipate your challenges, automate processes/workflows, and accelerate your returns
  • Our resources have deep domain experience in Back Office, Front Office, Compliance, and Reporting

Client Engagement Models:

  • Block of Hours for Advisory Services covering one or more areas
  • Fixed Price for specific projects with an identified range of hours and timeline for deliverable
  • License, Implementation, and Maintenance Fee for MarketBridgeSM and PortViewSM products

Client Benefits:

  • Take advantage of expertise and knowledge garnered over 15 years and working with over 80 investment firms
  • Reduce risk of unexpected costs due to selecting the wrong technology or not fully leveraging technology/vendors
  • Reduce costs and redundancies in data, workflow, and technology
  • Manage budget costs and prioritize initiatives
  • Support AUM Growth and Performance
    • Accelerate development, implementation, and deployment with our qualified, and specially trained team
    • Lower total costs of implementations
    • Avoid reinventing the wheel