Capabilities
Launch faster, scale smarter
Create and evolve your wealth offering with no-code and AI-powered configuration. From robo-advisory to discretionary portfolios, Finpace enables you to launch new services in days, not months.
Instant product creation
Real-time compliance reporting
Fully modular, scalable architecture
Everything you need to manage modern portfolios
Finpace supports the full investment lifecycle—from onboarding and KYC to performance reporting and portfolio rebalancing. Integrate with any custodian, asset class, or data provider.
Multi-currency, multi-asset class support
Tax and fee management
Configurable dashboards for clients and advisors
AI-native core for continuous innovation
Say goodbye to release cycles. Finpace’s backend is driven by intelligent agents using the MCP protocol. New features, automation flows, and integrations can be created on the fly.
No waiting on developers
Update flows in real time
Intelligent automation for advisor tasks
Shape every wealth proposition
Define how each investment service operates, from client eligibility and portfolio rules to fees, disclosures and advisor permissions. Finpace turns product design into a controlled configuration process, allowing institutions to respond to market and client needs without extended development cycles.
Flexible portfolio structures
Controlled fees and permissions
Faster product iteration
