A technology platform built
by advisors
for advisors

Solve and automate your most complex investment problems

Scale and grow your practice with Fingage’s unique technology

Fingage® helps you grow your business by simplifying complex tasks such as managing a large number of model portfolios, client on-boarding, portfolio rebalancing, and management of tax liabilities in clients’ accounts. Manage all your model portfolios with ease using building blocks and automate rebalancing and trading at all major brokers. Leverage Fingage’s Smart models to offer your 401(k) clients personalized target date portfolios on over 50 recordkeeping platforms.

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Scale and grow your
business with our
automated solutions

Scalable Platform

Scale your fund and asset allocation research using Fingage’s white-labeled platform to easily create, manage, update, and distribute investment models throughout your organization.

Automated tax management

Grow your business and let Fingage automate portfolio management on all major brokers. Our tax and rebalance strategies will monitor and gradually transition new clients to your model portfolios without incurring capital gains.

Digital and Customizable

Simplify your workflow with our digital client on-boarding, investment planning tools, engaging reports, and automated portfolio management tools.

QDIA Managed Accounts

Offer personalized target date portfolios to your 401(k) clients using our fully customizable managed accounts available on over 50 recordkeepers.

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