We partner
with you

To improve the experience of every investment advisor and every investor with cutting edge investment solutions.

Offer your clients cutting edge
investment solutions

Fingage® solves some of the most complex investment problems faced by investment advisors. Fingage allows RIAs to automate the management of tax liabilities in their client’s portfolios and to create a large number of model portfolios using easy to manage building blocks. In addition, RIAs can leverage Fingage’s Smart models to offer clients personalized target date portfolios which will continuously adapt to their financial situation over time.

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Benefits of
partnering with us

  • An intuitive and white-labeled platform to create, manage, and distribute model portfolios
  • Automation of portfolio rebalancing and tax management for clients’ accounts
  • Smart models to offer investors dynamic asset allocations and personalized glide paths
  • A customizable QDIA product for the 401(k) space available on over 50 recordkeepers
  • Fast integration over APIs and support for any data format

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