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Finnovest
Finnovest Overview
Finnovest develops solutions for the non-discretionary investment advisory industry. Finnovest's strategic solution transforms the one-on-one broker-to-client model into a one-to-many model, enabling advisors and brokers to serve multiple clients simultaneously. Combining regulatory technology, wealth technology, and proprietary automatic trading capabilities, Finnovest enables advisers/brokers to easily generate and disseminate suitable and actionable investment recommendations to numerous clients simultaneously. Finnovest's platform enables clients to receive tailored, fully compliant recommendations from their advisor directly to their mobile device. Clients can execute the recommended orders with one click. Regulatory documentation for the advice is generated automatically. Finnovest's platform was launched in January 2018 with First International Bank of Israel. Finnovest was named in the WealthTech 100 list as one of the most innovative wealth technology companies in the world.