Fingage Advisors LLC

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Fingage® - Technology Driven Investment Solutions Intelligent automation to empower advisors Personalize investment solutions and automate your workflow from a single platform. Request a Demo Intelligent automation Turnkey Scale your business using a one-stop platform offering personalized and automated solutions with full integration into all major custodians. Model Marketplace Access model portfolios or create and distribute custom models to other investment advisors within or outside your organization. Personalized Solutions Personalize model portfolios with sleeves, direct indexing, tax loss harvesting, specific cash needs and trading parameters. Automated Smart Portfolio Management Automate tax loss harvesting, transition tax management, cash management, withdrawal from illiquid funds, and trade execution. Portfolio Accounting Keep clients accounts and models updated for corporate actions and get estimated cash flow from trading and dividends. Client Portal Invite clients to view their portfolio, progress, and update their personal information on a dedicated portal and sync your clients data with a CRM. Vertically integrated investment technology Discover the powerful features that make our product stand out from the competition. OPTIMIZED DIRECT INDEXING Find the best fit for your client s account using our algorithm and customize a direct index strategy based on 40 indices. TAX LOSS HARVESTING Automate tax loss harvesting on any model portfolio or equity sleeve with cu

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