asset managers

Unlock Portfolio Insights at Scale

Finmars helps asset managers consolidate data from multiple custodians, automate reconciliation, and deliver client-ready insights —
all within a single, open platform that adapts to your strategies.

  • “Whether we’re reviewing portfolios during internal sessions or responding to client inquiries, Finmars gives us what’s needed.”

    KIRA FOMINOVA
    Director, MARS Capital SA, FINMA-Regulated Portfolio Manager
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Easy Onboarding

Secure & Trusted

Mobile-Ready Experience

Simplifying Asset Management operations

Move from raw data to actionable insights. Finmars enriches portfolios with context — from strategy tags to performance drivers — so you can quickly identify what’s working, where risks lie, and how to optimize allocations.

Eliminate hours of manual checking with Finmars’ reconciliation engine. The system automatically detects mismatches in valuations, transactions, and balances, enabling your team to resolve issues quickly and ensure accuracy across all portfolios.

Move from raw data to actionable insights. Finmars enriches portfolios with context — from strategy tags to performance drivers — so you can quickly identify what’s working, where risks lie, and how to optimize allocations.

Deliver polished, branded reports that meet client expectations. Whether it’s a high-level portfolio summary or a detailed transaction breakdown, Finmars makes it simple to provide clarity and transparency that strengthens client trust.

Ready to simplify Portfolio Management?

Move beyond spreadsheets and manual work. Finmars equips you to grow with confidence.

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