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
View Top Employees from FinaConnect Inc| Website | http://www.finaconnect.com |
| Revenue | $6 million |
| Employees | View employees |
| Founded | 2008 |
| Address | PO Box 80622, Rancho Santa Margarita, California 92688, US |
| Phone | (206) 325-6319 |
| Technologies |
JavaScript,
HTML,
PHP
+1 more
(view full list)
|
| Industry | Financial Services, Business Services General, Business Services |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 5416 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies |
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FinaConnect Inc Questions
The FinaConnect Inc annual revenue was $6 million in 2024.
FinaConnect Inc is based in Rancho Santa Margarita, California.
The NAICS codes for FinaConnect Inc are [5416, 541, 54].
The SIC codes for FinaConnect Inc are [874, 87].
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