Finiat, LLC

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FINIAT IA-Powered Strategies News Resources About Us Contact Us Login Book a Demo Enhancing Advisor Value Through Innovative Technology FINIAT sets a new standard for the future of wealth management. Our technologies empower advisors to deepen relationships, personalize at scale, and meet the growing demand for innovation in wealth management. Book a Demo See How it Works Awards Partners Approach Personalization. Adaptability. Transparency. FINIAT delivers an integrated platform built around the three pillars of advisor success: portfolio construction, portfolio management, and client communication. By using our technologies to unify and enhance these core functions, FINIAT helps advisors differentiate their practice, deepen trust, and deliver a modern wealth experience. 01 Portfolio Construction FINIAT is redefining portfolio construction with our award-winning Intelligent Indexing and interactive portfolio builder. Using proprietary algorithms, advisors can construct bespoke portfolios with efficiency and confidence. Our portfolio construction technologies eliminate complex and time-consuming workflows for the advisor, enabling advisors to shift their focus to fostering client relationships and growing their advisory. 02 Portfolio Management Built for the modern advisor, FINIAT transforms portfolio management from traditional static models into a dynamic, quantitative system that adapts to ever-changing market conditions. By continuously evaluating volatility, momentum, and

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