Finaconnect Inc.
Homepage http://www.finaconnect.com
LinkedIn Profile https://linkedin.com/company/fin***nect-***
HQ Location
United States , Washington, Seattle901 8th Ave Seattle, WA United States
Our platform allows advisors to customize, automate, generate quarterly plan level reports and manage their practice end-to-end
Components Include:
* CRM/Plan management
* Prospect proposal generator
* Investment Analytical tools
* Reporting module
* Management reports
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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