Overview

Asset is a powerful integration that enables Finto users to manage investment portfolios, track asset performance, and visualize ROI — all within a unified financial dashboard. Designed for financial advisors, wealth managers, and growing businesses, this integration helps turn complex investment data into actionable insights connecting Investor with Finovia, users can view real-time market trends, analyze client portfolios, and generate performance reports with just a few clicks. It’s built to simplify decision-making and provide a clear picture of financial growth across assets, sectors, and timeframes.

Key Features

Finto brings together the essential tools every modern finance platform needs — all in one powerful, easy-to-use system. Our key features are designed to simplify financial management, improve accuracy, and help you, data-driven decisions. From real-time analytics and automated reporting to secure payment integrations and portfolio tracking, every feature is built with precision and performance in mind. Whether you’re a financial consultant, business owner, or fintech startup, Finto gives you the technology to manage money with confidence and clarity.

• Portfolio Tracking: Monitor real-time performance of stocks, bonds, ETFs, and other assets.
• Client Dashboard: Manage multiple investor accounts with personalized insights.
• ROI Analytics: Visualize growth patterns, profit ratios, and asset allocations.
• Smart Alerts: Get instant notifications for market shifts or investment thresholds.
• Automated Reports: Generate detailed summaries for clients and stakeholders.
• Secure Data Sync: End-to-end encryption ensures safe financial data exchange.

Why Integrate with Finto

Integrating Investor with Finto lets financial professionals combine their portfolio analytics with broader financial metrics like cash flow, spending, and forecasting — creating a holistic view of business performance. With this connection, users can deliver more accurate insights, reduce manual data entry client trust through transparency and precision.

Perfect For

Finto is designed to empower professionals and businesses across every corner of the financial world. Whether you’re managing client portfolios, tracking business expenses, or building a fintech product from the ground up — Finto gives you the tools to work smarter, faster, and with complete confidence.

• Financial Advisors & Analysts
• Investment Firms & Wealth Managers
• Corporate Finance Teams
• Fintech Product Developers