Integration to FINconnect allows your platform to streamline funding & custodial requirements
When it comes to managing private investments, burdensome processes hindering the collection, reporting and disbursement of funds is rife with regulatory hurdles and challenges. Solving for these archaic processes is our specialty.
Our integrated partners enjoy working with us, why wouldn’t they with referral revenues on an ongoing basis and dedicated integration support?
We take care of everything else, from client onboarding and customer service to reconciliation and reporting. We let you focus on supporting your business while providing your clients with a seamless, end-to-end experience ensuring customer retention and expanded revenue streams.