Fingage, a leading technology platform for financial advisors, asset managers, and Turnkey Asset Management Platforms, today announced a strategic technology integration with EasyAUM Inc., a premier provider of portfolio analytics and data management solutions.
This partnership embeds EasyAUM’s performance reporting capabilities directly into the Fingage ecosystem, delivering institutional-quality reporting and portfolio insights at the household, client, and individual account levels.
By combining Fingage’s automated and personalized solutions with EasyAUM’s analytics engine, RIAs can further streamline operations, scale their practices, and offer fully-personalized client experiences.
“We’re thrilled to announce a strategic partnership with EasyAUM to augment our platform capabilities with the powerful performance reporting product of EasyAUM in a seamless and fully integrated fashion,” said Samer Habl, CEO of Fingage. “This integration gives our advisors access to enterprise-grade attribution and insights without leaving the Fingage workflow.”
“We’re committed to continuing to deliver innovation and automation to our clients in the asset management and RIA space,” said Raghu Raghuram, CEO of EasyAUM. “Partnering with Fingage allows us to bring our robust reporting and portfolio analytics capabilities to a broader audience of forward-thinking advisors.”
- A multi-custodial, unified advisor and client experience with advanced model portfolio personalization, custom direct indexing, tax management, and automated tax-loss harvesting.
- A streamlined workflow featuring automated trading, portfolio reconciliation, and an AI-powered client portal.
- Institutional Performance Analytics: Multi-level performance, risk metrics, and synthesized custom reporting across accounts, clients, and entire households.
Fingage (www.fingage.com) is a financial technology platform and digital RIA offering Asset Managers and RIAs white-labeled, automated workflows and highly personalized, tax-aware investment solutions. Combining AI and intelligent algorithms, Fingage automates target-date portfolios, small-account management, custom direct indexing, daily tax management, trade execution, and reporting from a single multi-custodial hub. With Fingage, wealth managers can efficiently scale hyper-personalized strategies across their entire client lifecycle without adding operational overhead.
EasyAUM (www.easyaum.com) provides industry-leading software for performance reporting, portfolio analytics, and custom data management. Built for RIAs and asset managers, EasyAUM turns complex portfolio data into clear, institutional-grade insights and tailored client reporting solutions.