FINTAILOR

Would you like the equity RoboAdvisor platform to be integrated into your company?

FinTailor is a service used to integrate and adapt a Smart Equity Platform, in order to provide advice in stock portfolios, made available inside the company we work for.

We offer the latest technology in Fintech solutions and adapt to your needs and type of business, allowing you to provide full client service.

We adapt to our clients

Through a company analysis, we tailor the RoboAdvisor platform, integrating it into your existing systems.
We develop this platform based on each company’s investment policy, strategy and clients.

smart-visual-data

Smart Visual Data

We create and integrate Dashboards, with all available functionalities. On a single Dashboard, you may view, control and manage all portfolio design parameters:

  • Markets in real time
  • Global screener
  • Instantaneous fundamental and technical analysis filters
  • Charts
  • Risk Analysis of stocks/portfolios
  • Manually created portfolios
  • Automatically created portfolios (RoboAdvisor)
  • Reports

Smart Visual Data

We create and integrate Dashboards, with all available functionalities. On a single Dashboard, you may view, control and manage all portfolio design parameters:

  • Markets in real time
  • Global screener
  • Instantaneous fundamental and technical analysis filters
  • Charts
  • Risk Analysis of stocks/portfolios
  • Manually created portfolios
  • Automatically created portfolios (RoboAdvisor)
  • Reports

Contributed Innovation

The RoboAdvisor service to automatically design portfolios is a sophisticated tool that covers your clients’ needs, in the global investment process.

Added value

With this new tailored platform, we contribute value to your employees and clients.

  • Speeding up decision-making to create direct investment portfolios.
  • Providing a unique and innovating service for all those clients who, as part of their global equity investment, want to have a stock portfolio, with details of all positions.

Added value

El servicio RoboAdvisor para la creación de carteras automáticas supone un servicio sofisticado que cubre las necesidades de sus clientes en el proceso global de inversión.

Aportamos valor

With this new tailored platform, we contribute value to your employees and clients.

  • Speeding up decision-making to create direct investment portfolios.
  • Providing a unique and innovating service for all those clients who, as part of their global equity investment, want to have a stock portfolio, with details of all positions.
aportamos

Are you interested in FinTailor for your company?

SERVICE

WE ARE COMMITTED TO OUR CLIENTS

We accompany our clients during periodic platform updates and maintenance services.
We get involved from birth, developing new technologies for our clients.
FinEquities’s back-up team continuously studies and supervises the market’s most cutting-edge technology.
We analyze, report and provide consultancy for all our clients, in the most beneficial, speedy and productive manner.

CONTACT