FinaConnect Inc Information

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

Website	http://www.finaconnect.com
Revenue	$6 million
Employees	1 (0 on RocketReach)
Founded	2008
Address	PO Box 80622, Rancho Santa Margarita, California 92688, US
Phone	+1 877-287-9751
Technologies	JavaScript , HTML , PHP +1 more (view full list)
Industry	Financial Services, Business Services General, Business Services
Keywords	Financial Advisor Crm, Investment Management Software, Practice Management Software, Advisor Crm Software, Financial Technology Platform, Automated Financial Planning, Financial Planning Software, Financial Advisor Technology, Plan Management Software, Wealthtech Solutions, Client Reporting Tools, Wealth Management Technology, Investment Analysis Tools, Financial Planning Tools, Client Relationship Management, Proposal Generation Software, Advisor Workflow Automation
Competitors	PayPal, Intuit, Wise Solutions , Inc., Chime, Plaid, NerdWallet, MoneyLion, Envestnet \| Yodlee India, Kabbage Small Business Loan, Zelle +41 more (view full list)
SIC	SIC Code 874 Companies, SIC Code 737 Companies, SIC Code 73 Companies, SIC Code 87 Companies
NAICS	NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 5416 Companies