Fingage is a scalable technology platform bringing smart investment solutions to advisors and investors.
We help advisors grow their business by automating complex tasks such as the management of tax liabilities in clients’ portfolios and the management of large number of model portfolios. Our unique smart models offer investors personalized target date portfolios that adapt to their financial situation to help them meet their goals.Request a Demo
Our universal and scalable technology allows you to offer advisors solutions to some of the most complex investment problems. Fingage helps advisors manage the tax liabilities of their clients accounts and simplifies their portfolio management workflow.Learn More
Fingage helps you grow your business by simplifying the complex tasks of managing a large number of model portfolios, and managing the tax liabilities in clients’ accounts. Manage all your model portfolios with ease using building blocks and automate rebalancing and trading at all major brokers.Learn More
No matter who is your 401(k) provider, Fingage can work with your plan advisor and your recordkeeper to offer your plan participants an intuitive managed account product and help them make the most of their 401(k).Learn More