Wealth Managers & HNWIs

Turn Complex Portfolios into Adaptive Intelligence

Finmars gives wealth managers, family offices, and HNWIs a unified, API-first layer for data, analytics, and reporting — so you can see everything, simulate anything, and act fast without sacrificing privacy.

Easy Onboarding

Connect your custodians, banks, and brokers in minutes. Finmars automatically consolidates accounts and portfolios, so you can start analysing and reporting without complex setup.

Marketplace-Ready

Automate data updates, reconciliation, and reporting. Finmars handles daily portfolio refresh, risk metrics, and client factsheets — freeing time for strategic decisions, not admin work.

Secure by Design

Keep your data private and compliant. Finmars offers encrypted access, audit trails, and flexible deployment — whether on our EU cloud or your private environment.

The platform for wealth managers

Gain a single, intelligent view of all your assets — from global bank accounts and brokers to private funds, real estate, and collectibles. Finmars automates data aggregation and reconciliation, giving you and your advisors real-time oversight of total wealth across entities, currencies, and jurisdictions.

Transform raw data into actionable insight. Finmars classifies assets, adds benchmarks, and standardises performance metrics so reports are consistent, compliant, and ready to share with clients or regulators.

Access on-demand analytics across portfolios, mandates, and asset classes. Generate performance summaries, risk dashboards, and scenario simulations. Finmars’ AI capabilities assist in crafting insights and portfolio narratives instantly — turning complexity into clarity.

Wealth deserves discretion and independence. Finmars lets you retain full ownership of your data — deploy privately, in the cloud, or on-prem. Manage both traditional and alternative assets in one place, with built-in compliance, granular permissions, and encrypted access for family members and advisors.

From data chaos to strategic clarity

Finmars brings every portfolio, asset class, and account into one intelligent workspace — empowering advisors and principals to make faster, data-driven investment decisions.

Explore Platform