Who We Partner With.

Anyone involved in Wealth Administration.

The Finix Platform provides unprecedented benefits for trust custodians, fund administrators, investment advisors, deal sponsors and investors of Alternative Assets.

Trust Custodians and Fund Administrators

Investors and Portfolio Owners

Specifically designed for the administration of alternative assets thereby reducing the need for large internal IT staffs or outsourced development.

  • True automation of processes eliminates need for large operational departments and/or overtime required for manual updates of asset valuations.
  • Allows client service teams to focus on providing personalized service for complex client issues.
  • Mitigate lost paperwork and delayed investments.
  • Grant custodians oversight of all transactions.
  • Remove most of the liability off the custodian due to the fact that the investor is more directly involved in the self-­‐directed investing process.
  • No need for large operations staff or IT departments.
  • Competitively priced, pay as you go subscription pricing.
  • Efficient communication and status notification between custodian, investor, advisor and investment sponsor.
  • Unified access and portfolio summary of investments held in various portfolios by multiple custodians and/or administrators
  • Online self-service tools including capability to place purchases, sales and exchanges of alternative
    investments online.

    • The ability to check the status of the investment online, 24/7 access.
    • Tax reporting documents available for viewing purposes.
    • Ability to retrieve account statement for personal records.
    • Update contact information for the custodian records.
    • Submit account inquiries electronically.

For Investment and Wealth Advisors

  • Efficient communication and status notification between custodian, investor and investment sponsor.
  • Streamlined, straight through processing on behalf of clients.
  • Ability to manage client accounts and assets effectively and efficiently.
  • Online self-service tools including capability to place purchases, sales and exchanges of alternative
    investments online.

    • Tax reporting documents available for viewing purposes.
    • Ability to retrieve account statement online.
    • Ability to change contact information online.
    • Submit account inquiries on behalf of client.

For Deal Sponsors

  • Simplified, electronic registration for alternative investments (online registration and submission of
    documents for review).
  • Submit investment notices through inter-messaging system ie: Capital call notices.
  • Straight through processing of asset valuation updates.
  • Real time confirmation of purchase updates.
  • Ability to manage investors for each of their investments accepted on the custodian’s platform.

Our Integration Partners.

The Standard in Wealth Administration

Get exceptional level of customer service today!