Finlocity

ABOUT

Modular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients. Our vision is that your wealth management business should be simple enough to run from your mobile phone or anywhere you want. Come talk to us about how to simplify your practice.

CAPABILITIES

  • Rebalancing/Trading
  • Reporting
  • Practice Management
  • Data Aggregation

CONTACT INFORMATION

711 Atlantic Ave, 5th Fl, Boston, MA, 02111

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THE MATERIAL PROVIDED ON THIS WEBSITE IS NOT INTENDED AS A RECOMMENDATION OR AS INVESTMENT ADVICE OF ANY KIND. SUCH MATERIAL IS NOT PROVIDED IN A FIDUCIARY CAPACITY, MAY NOT BE RELIED UPON FOR OR IN CONNECTION WITH THE MAKING OF INVESTMENT DECISIONS AND DOES NOT CONSTITUTE A SOLICITATION OF AN OFFER TO BUY OR SELL SECURITIES.  ALL CONTENT HAS BEEN PROVIDED FOR INFORMATIONAL OR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE AND SHOULD NOT BE CONSTRUED AS LEGAL OR TAX ADVICE AND/OR LEGAL OPINION.  FINLOCITY COMMUNITY, LLC ©COPYRIGHT 2022. ALL RIGHTS RESERVED

PowerMatch™, iLike™, FinServHub™, FinStars™ XCELLR8 Series™, Q4 Forum Series™, The Finlocity Channel™ ARE REGISTERED TRADEMARKS OF FINLOCITY COMMUNITY, LLC.

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