Web platform for investment and financial advisors
Go digital with all-in-one solution for your employees and your customers
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Benefits of MyFin24
Get fully automated client-advisor workflow from digital onboarding and risk tolerance assessment to goal-based financial planning, investment strategy building and communicating with clients via chats and video
Users
Independent Financial Advisors
Financial Advisory Firms
End Customers
CRM
Convenient client workflow. Notes, calendar, built-in chat and video-conferencing. Monitor any changes, including client statuses, payments and other events
Portfolio management
Detailed analytics about all client portfolios in one place. Great time savings due to support for a large number of brokers.
Regulatory disclosure
May be adapted to any local regulation (MiFID, FinSA, SEBI, etc.)
Electronic document management
Create, manage and sign all documents digitally
Goal-based financial planning
Create and monitor personal financial plan. Send comprehensive reports in PDF to your clients.
Built-in chat and video-conferencing
Communicate with clients by text or video through all-in-one solution. Supports integration with messengers
Robo-advisor creation tool
Build investment strategies, use subscription model and monetize your wide customer base.
User experience
at its best
at its best
The client receives a convenient, modern personal account for interaction with an adviser: signing documents, monitoring portfolios, receiving recommendations, communicating via video, telegram, etc.
White label
MyFin24 can be easily customized to fit any brand book and integrate seamlessly into company's ecosystem
Contact us
Please get in touch and our expert
support team will answer all your questions
support team will answer all your questions
Our staff includes certified information security officers and developers.
The platform complies with the necessary regulatory requirements of the country in which it is being used.
Reliable team
Data is protected
Security above all
For 10+ years our team has been developing fintech solutions including cloud-based and inhouse systems for banks and brokers.
Vast experience
We use SSL certificate and regularly conduct testing using Rapid7 Metasploit and Cyber Security SecPoint Penetrator, which allows us to find security weaknesses and eliminate them in advance.
Secure connection
Book an online demo
We will demonstrate what the platform can do and answer all your questions.
Email us:
info@myfin24.com
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