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.
Key capabilities
- 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.
Lead Generation for Institutions
Offer prospects a valuable service that assesses their current portfolio's performance and more, while generating qualified leads for your financial institution.
Fair & Easy-to-Understand Assessments
Provide clients with unbiased, easy-to-understand comparisons against benchmarks, building trust and credibility for your institution.
Seamless B2B2C Integration
Easily integrate this tool into your website to engage prospects and demonstrate your expertise in portfolio management.