Fingage Email Format
Financial ServicesCalifornia, United States2-10 Employees
Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings. Advisors can access portfolio management automation, custom direct indexing, tax management, tax loss harvesting, financial planning, personalized glide paths, and much more - all from a single, user-friendly, white-labelled platform.