Performance Check
Finarion Performance Check is a B2B2C tool that enables banks, wealth managers, and advisors to provide their clients and prospects with a fair, transparent, and easy-to-understand assessment of portfolio performance for portfolios held elsewhere (e.g. with a competitor or a broker). Finarion Performance Check helps financial institutions position themselves as trusted, modern, and digitally-forward advisors, which in turn generates promising leads.
• Automated portfolio scanning and analysis
• Comparison with appropriate benchmarks
• Plain-text explanations of performance results
• Lead generation for the financial institution
Why Choose Finarion Performance Check
Empower financial institutions with a tool that generates leads through transparent portfolio assessments for clients and prospects
Offer prospects a valuable service that assesses their current portfolio's performance and more, while generating qualified leads for your financial institution.
Provide clients with unbiased, easy-to-understand comparisons against benchmarks, building trust and credibility for your institution.
Easily integrate this tool into your website to engage prospects and demonstrate your expertise in portfolio management.