A Cloud Platform for
Investment Management
an easy way to manage financial assets
from any device anywhere,
to create networks of professionals and investors,
to share portfolios, ideas and more

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Book Your Free Beta Trial

Fincluster modules

DASHBOARD

One single place to monitor portfolio positions, cash balances and aggregated investments. Track easily performances and enhance client relationships.

PORTFOLIO MANAGEMENT

Easily manage any portfolio in multiple currencies, get real-time positions for single and aggregate accounts with any type of security.

ORDER & ADVISE SYSTEM

Manage orders through direct FIX/API routing, in single and bulk mode. Take advantage of automated process.

CLIENT MANAGEMENT

Manage details of customers, their investment profile, compliance and documents. Keep track of all business in one place.

PERFORMANCE CONTROL

Get real-time performance metrics. Measure investment risk to match regulatory compliance or personal policies. Compare historical returns against benchmarks.

REPORTING

Export custom beautiful reports with smart charts in any format (excel, csv, pdf, html). Send directly via email or publish on the web.

YOUR BUSINESS IN YOUR POCKET
YOUR BUSINESS IN YOUR POCKET

Outstanding Features

Cloud Document Storage

Store all documents in the cloud with high-level security and flexible user rights. Share documents with clients or team members rising productivity and automation.

Social Networking

Create your own network with investors, professional advisors and other trusted colleagues. Share portfolios, ideas and opportunities.

Open API

Access to each functionality and data available in Fincluster platform. Easily integrate with other systems and external engines with robust API and state-of-art web technology.

TARGET

Fincluster provides access to portfolio positions anytime and anywhere, shared access with network of collaborators and customers, keeping all informations in a secure and encrypted cloud.

Asset Managers

Wealth Managers

Private Bankers

Independent Advisors

Private Investors

Family Offices

Fincluster is coming soon