Manage your investments more effectively with Fintree
Make the best decisions with this innovative way of viewing your investments and wealth
Make the best decisions with this innovative way of viewing your investments and wealth
At Fintree, we believe that technology should improve people's lives. That is why we strive to create smarter and effective solutions for our clients.
We provide connectivity with the world's leading banks, both in the United States, Europe, and Chile, making Fintree an essential tool for international businesses in the digital age.
Our clients can access a wealth of clear and relevant information to make informed decisions about their investments. Additionally, they can generate reports and analyses quickly and easily.
Our platform efficiently consolidates information from multiple custodians, so you can have a clear and complete view of your investments in one place.
Fintree allows users to create customized views with reports tailored to their needs. This means they can select and visualize relevant information for their business or investment, and then generate custom reports that provide a complete and detailed view of their investment portfolio or company.
Thanks to the possibility of customizing presentations, users can adapt the content and style to the needs of their audience, allowing them to communicate their ideas more effectively.
The flexibility of the platform allows users to combine levels, create hierarchical structures, and make custom groups easily and effectively.
We offer an exclusive module specifically designed for managing alternative assets. This module allows you to model and simulate future projections based on specific parameters of each asset. With this tool, you can project future net asset value (NAV), distributions, and capital calls, allowing you to make informed decisions and improve the performance of your alternative assets.
Define groups easily and effectively to organize and visualize large amounts of information. Navigate through them to examine the details of each particular asset.
In our company, we understand that family offices require special attention and personalized approaches to protect and grow their wealth across generations. We focus on offering a tailored system, adapted to the needs and preferences of each family.
Our platform is the perfect tool to help multi-family offices efficiently manage and administer their finances and those of their clients. With our software, you can have a complete and updated view of investment portfolios, analyze and evaluate the performance of each asset, identify investment opportunities, and manage the risks associated with each of them.
Thanks to our broad market experience, we are able to offer banks and financial institutions an innovative platform that caters to their needs. Therefore, we work closely with each of them to develop customized solutions that allow them to have everything they require in one place.
Complete the form to get in touch with our sales team and see everything you can achieve with Fintree.