What FINIO for platform clients say
Ewan Humphreys, tech lead, Adviser Cloud
For software providers who need to supply investment data to their clients, FINIO provides clean and enriched data, that’s easy to connect to and available in multiple formats. As a software provider, don’t spend the time and effort building point to point connections to multiple platforms, connect once to FINIO and receive all of your investment data from a single source.
Receive data from investment platforms in a normalised way by just connecting to one data hub. Save time by building to one hub and not multiple endpoints.
The FINIO data hub can deliver data in multiple formats. We do the complicated work, normalising the data for you, making it easier for you to access and build against.
Save resources by accessing bulk valuations, bulk transactions, inflows/outflows and remuneration files from investment platforms in a format that suits you.
FINIO streamlines investment data for advisory firms, encompassing both straightforward valuation data (policy numbers, ISINs, units, and prices) and intricate transaction data.
Transaction data, with its ever-changing 200+ codes, demands a nuanced understanding for accurate interpretation, including accounting for historical corrections.
This reconciliation process can be daunting, especially for policies spanning decades with thousands of transactions. Yet, it's a vital step for advisory firms to provide precise client reports. FINIO takes care of data enhancement, reconciliation, and normalisation, ensuring that advisory firms receive consistently formatted data effortlessly.
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FINIO is also powering the likes of both investment platforms and advisory firms who are reaping the benefits of a single integration with clean and reconciled data, bringing tangible benefits to their businesses. Find out how...