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Monitoring

Enabling the flow of investment data between the many systems used by wealth management firms brings with it a number of challenges – notably around control and visibility.

Investment Platforms are Data Controllers and thus need full control over where data for which they are responsible ends up. The FINIO legal framework provides Investment Platforms with full control over which Intermediaries and Solution providers may access their data, and the FINIO dashboard provides Investment Platforms with the tools to switch on (or off!) new data feeds to Intermediaries of Solution Providers.

The other problem is around visibility – how are Investment Platforms, Solution Providers, or Intermediaries to know that data is accurate and up to date? The FINIO Dashboard provides those at both ends of the data flow with a powerful and interactive tool to analyse the flows of data being processed and passed through the FINIO hub.

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Our integration partners

Click to see assets under management for each of our partners


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