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Fintso - Integrated Digital Wealth Platform for Modern Financial Advisors
Fintso is a digital wealth management platform for financial advisors, offering tools to manage client portfolios, diversify investments, and enhance branding.
Manage client wealth with your own brand
Fintso is an integrated digital platform designed to help financial advisors manage and grow their clients’ wealth more efficiently. With Fintso, you can give your clients a 360° view of their portfolios, send customized reports, and offer a branded client app that enhances their experience while keeping your own brand at the forefront.
The platform supports investments both in India and globally, letting you diversify beyond mutual funds and expand your revenue streams. Fintso’s suite of tools is especially helpful if you want to streamline your back office, provide timely portfolio statements, and maintain strong client relationships—all while retaining your own identity and ARN.
Whether you’re just starting out or looking to scale your advisory business, Fintso gives you everything you need to focus on growth and provide a seamless, professional experience for your clients.
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