As a modern portfolio manager and family office, operational efficiency and quality of information are critical to our success. The Finmars solution are integrated into our day-to-day portfolio management workflows — initially on desktop, and now on mobile.

Having real-time access to portfolio data, slicing and dicing metrics, and performing performance diagnostics directly from desktop and mobile devices has significantly enhanced our efficiency. Whether we’re reviewing portfolios during internal sessions or responding to client inquiries, Finmars gives us the needed transparency, timeliness and reliability.

Our portfolio manager can now instantly visualize exposures, get insights into portfolio income sources, and receive all needed operational information in a matter of few clicks.

Looking ahead, we are excited to continue our deployment of the Finmars ecosystem. Our roadmap includes enabling direct client access via mobile, launching new services built on top of the platform —such as multi-bank data consolidation and AI-powered portfolio assistance — and deepening our engagement with the Finmars products.