The platform
Fininly
The platform
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Surpass competition
To accelerate revenue generation in a competitive landscape, swift action is essential. It’s crucial to have an operating model that is both agile and quick to market.
Fininly’s approach ensures a seamless, uninterrupted pathway to innovation and rapid market entry.
Groundbreaking financial products at your client’s fingertips.
As demand for a broader range of financial services, especially non-traditional products, continues to rise, we’ve responded by developing a software solution that meets your evolving needs.
No matter where you operate or which services you want to offer, Fininly has you covered. Our white-label cloud solution empowers you to create, manage, automate, and distribute alternative financial products and services to both retail and business clients—all with remarkable ease. Benefit from customisable fees and tax schemes, smart global client onboarding, and a seamless experience across mobile and desktop platforms.
Fininly enables you to:
- Increase your economies of scale
- Venture into untapped customer segments
- Lower your costs
- Generate new and additional revenues
Check out our cool platform features:
Unlimited number of languages
You and your users can select any language. We come equipped with English, Dutch, French, German, and Spanish. However, as the platform administrator, you also have the option to add additional languages yourself.
Widgets at the user fingertips
Our platform provides access to a variety of useful dashboard widgets for your users, ranging from ROI predictions to revenue graphs. Join our subscription model to earn commissions on widgets.
Open up global markets
Sign up to our marketplace to expand your global reach. Offer your investment products to the users of other esteemed Fininly customers and share the revenue on revenues earned.
A.I. does the job
Chat with Finn, our A.I. bot, who assists in turning your great ideas into innovative financial products or instruments. Let Finn guide you through the process of bringing your concepts to life.
Know your customer
Experience seamless and efficient local automated client onboarding, tailored for both individuals and businesses. We support onboarding from nearly every corner of the globe.
Create survey forms on the fly
We provide a dynamic form generator integrated into the platform, allowing you to create survey forms on the fly. Easily customise and deploy intake forms or investor admission tests as needed.
Access in-depth analytics
Unlock powerful in-depth analytics to gain a deeper understanding of your data. Our platform provides comprehensive tools and detailed reports, enabling you to track performance, identify trends, and make well-informed decisions for future growth.
Fortify your security with 2FA and OTP
Enhance security with Two-Factor Authentication (2FA) and our One-Time Password (OTP) functionality. These features ensure that only authorised users can access their account or platform.
Instant integration with webhooks
Seamlessly integrate with external systems using our Webhook connector. Automatically send and receive data in real time, enabling efficient communication between platforms.
Comprehensive reporting and audit logs
Track every action with detailed reporting and audit logs, from login activity to change tracking. Maintain full visibility over the platform’s operations, ensuring accountability and security.
Customisable Roles and Permissions
Create unlimited roles and permissions tailored to your organisation’s needs. Control access with precision, ensuring the right people have the right level of authority across your platform.
True communication with built-in chat
Engage users in seamless conversations with our built-in chat function. Collaborate with your users or allow them to chat amongst themselves, all within the platform.
Stay organised with Task Centre
Keep track of important updates and tasks with the integrated notification and task centre. Ensure nothing is missed by your users, with real-time alerts and task management all in one place.
Reach your audience with ease
Easily send mass notifications and run targeted email marketing campaigns directly from the platform. Connect with your audience efficiently, ensuring your messages reach the right people at the right time.
Find everything with deep search
Utilise advanced deep search capabilities to quickly locate detailed information across your platform. Access relevant data instantly and uncover valuable insights to streamline your decision-making.
Delegate tasks with user delegation
Easily delegate your responsibilities to colleagues when you’re away, such as during holidays. Ensure smooth workflow continuity by assigning temporary access and control to trusted team members.
Elevate your user experience
Deliver outstanding experiences to your users with our white-label web and app front-end. It is customised to every aspect to reflect your brand to provide a professional interface.
