Transform your operations with automated DFM data distribution
Wealth management firms face a critical challenge – seamlessly connecting investment data across multiple software solutions or directly to advisory firms. As portfolio complexity grows, software providers need real-time access to discretionary fund management (DFM) data to power their solutions.
FINIO solves this challenge by acting as your central data distribution hub. We securely deliver DFM data to software providers and advisory firms, dramatically reducing costs and operational friction.
Key benefits:
- Instant DM data delivery to authorised partners
- Reduced integration costs and complexity
- Enhanced operational efficiency through automation
- Secure, controlled data distribution
