Manage your investments more effectively with Fintree

Make the best decisions with this innovative way of viewing your investments and wealth

A platform that will help you take your finances to another level

At Fintree, we believe that technology should improve people's lives. That is why we strive to create smarter and effective solutions for our clients.

Connectivity

We provide connectivity with the world's leading banks, both in the United States, Europe, and Chile, making Fintree an essential tool for international businesses in the digital age.

Clarity and Simplicity

Our clients can access a wealth of clear and relevant information to make informed decisions about their investments. Additionally, they can generate reports and analyses quickly and easily.

Information Consolidation

Our platform efficiently consolidates information from multiple custodians, so you can have a clear and complete view of your investments in one place.

Customized Views and Reports

Fintree allows users to create customized views with reports tailored to their needs. This means they can select and visualize relevant information for their business or investment, and then generate custom reports that provide a complete and detailed view of their investment portfolio or company.

Clients

Family Offices

In our company, we understand that family offices require special attention and personalized approaches to protect and grow their wealth across generations. We focus on offering a tailored system, adapted to the needs and preferences of each family.

Multi-Family Offices

Our platform is the perfect tool to help multi-family offices efficiently manage and administer their finances and those of their clients. With our software, you can have a complete and updated view of investment portfolios, analyze and evaluate the performance of each asset, identify investment opportunities, and manage the risks associated with each of them.

Banks and Financial Institutions

Thanks to our broad market experience, we are able to offer banks and financial institutions an innovative platform that caters to their needs. Therefore, we work closely with each of them to develop customized solutions that allow them to have everything they require in one place.

Recognitions that endorse our quality and commitment to our clients.

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